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

Wealthstar 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
2023 Q4	–	Sell	-7,864	Closed	-$364K	–	136
2023 Q3	$364K	Buy	7,864 +982	+14%	+$46K	0.14%	74
2023 Q2	$324K	Hold	6,882	–	–	0.14%	58
2023 Q1	$327K	Sell	6,882 -18	-0.3%	-$850	0.12%	72
2022 Q4	$324K	Hold	6,900	–	–	0.15%	72
2022 Q3	$317K	Buy	6,900 +58	+0.8%	+$2.74K	0.15%	73
2022 Q2	$321K	Sell	6,842 -44	-0.6%	-$2.07K	0.12%	72
2022 Q1	$323K	Sell	6,886 -1,950	-22%	-$94K	0.12%	72
2021 Q4	$435K	Buy	8,836 +1,365	+18%	+$67.2K	0.15%	57
2021 Q3	$368K	Buy	7,471 +303	+4%	+$15K	0.11%	65
2021 Q2	$355K	Buy	+7,168	New	+$356K	0.11%	70

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UCFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthstar Advisors's SHM Position: Q4 2023 in Review

Wealthstar Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 7,864 shares — an estimated $364K sold.

Wealthstar Advisors first reported a position in SHM in Q2 2021 and held it in 10 quarters. The position peaked at $435K in Q4 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Wealthstar Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthstar Advisors sold 7,864 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $364K.
Wealthstar Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 10 quarters.
Wealthstar Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $435K in Q4 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.