WCG Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WCG Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-28,506	Closed	-$1.34M	–	316
2024 Q2	$1.34M	Buy	28,506 +15,228	+115%	+$718K	0.1%	167
2024 Q1	$630K	Sell	13,278 -501	-4%	-$23.9K	0.05%	208
2023 Q4	$658K	Sell	13,779 -9	-0.1%	-$422	0.05%	229
2023 Q3	$637K	Buy	+13,788	New	+$646K	0.05%	226
2023 Q1	–	Sell	-10,776	Closed	-$506K	–	165
2022 Q4	$506K	Hold	10,776	–	–	0.07%	140
2022 Q3	$497K	Buy	+10,776	New	+$508K	0.07%	183

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WCG Wealth Advisors's SHM Position: Q3 2024 in Review

WCG Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 28,506 shares — an estimated $1.34M sold.

WCG Wealth Advisors first reported a position in SHM in Q3 2022 and held it in 6 quarters. The position peaked at $1.34M in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

WCG Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
WCG Wealth Advisors sold 28,506 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $1.34M.
WCG Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 6 quarters.
WCG Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.34M in Q2 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on WCG Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.