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

Wealth Alliance’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
2023 Q3	–	Sell	-4,814	Closed	-$226K	–	525
2023 Q2	$226K	Buy	+4,814	New	+$227K	0.03%	453
2021 Q4	–	Sell	-4,185	Closed	-$207K	–	460
2021 Q3	$207K	Buy	+4,185	New	+$208K	0.05%	400

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UCFA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Alliance's SHM Position: Q3 2023 in Review

Wealth Alliance sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 4,814 shares — an estimated $226K sold.

Wealth Alliance first reported a position in SHM in Q3 2021 and held it in 2 quarters. The position peaked at $226K in Q2 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Wealth Alliance reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Wealth Alliance sold 4,814 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $226K.
Wealth Alliance first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 2 quarters.
Wealth Alliance's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q2 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.