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

Westover Capital 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
2022
Q4 		– Sell
-18,487
Closed -$852K – 160
2022
Q3 		$852K Sell
18,487
-1,060
-5% -$50K 0.33% 73
2022
Q2 		$924K Sell
19,547
-287
-1% -$13.5K 0.34% 69
2022
Q1 		$939K Sell
19,834
-437
-2% -$21.1K 0.29% 79
2021
Q4 		$997K Sell
20,271
-1,523
-7% -$75K 0.29% 74
2021
Q3 		$1.08M Sell
21,794
-325
-1% -$16.1K 0.34% 71
2021
Q2 		$1.1M Sell
22,119
-924
-4% -$45.8K 0.35% 69
2021
Q1 		$1.14M Buy
23,043
+369
+2% +$18.3K 0.39% 64
2020
Q4 		$1.13M Buy
22,674
+3,598
+19% +$179K 0.41% 64
2020
Q3 		$951K Buy
19,076
+718
+4% +$35.9K 0.39% 64
2020
Q2 		$916K Sell
18,358
-534
-3% -$26.4K 0.43% 62
2020
Q1 		$924K Sell
18,892
-12
-0.1% -$587 0.5% 53
2019
Q4 		$928K Buy
18,904
+181
+1% +$8.87K 0.42% 55
2019
Q3 		$917K Buy
18,723
+480
+3% +$23.6K 0.43% 58
2019
Q2 		$893K Buy
18,243
+594
+3% +$28.9K 0.44% 59
2019
Q1 		$856K Buy
17,649
+709
+4% +$34.2K 0.44% 57
2018
Q4 		$814K Sell
16,940
-404
-2% -$19.3K 0.51% 57
2018
Q3 		$827K Sell
17,344
-770
-4% -$36.9K 0.42% 65
2018
Q2 		$869K Buy
18,114
+1,016
+6% +$48.5K 0.47% 60
2018
Q1 		$818K Sell
17,098
-446
-3% -$21.4K 0.45% 60
2017
Q4 		$841K Buy
17,544
+2,865
+20% +$138K 0.46% 65
2017
Q3 		$713K Buy
+14,679
New +$716K 0.42% 66

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Westover Capital Advisors's SHM Position: Q4 2022 in Review

Westover Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 18,487 shares — an estimated $852K sold.

Westover Capital Advisors first reported a position in SHM in Q3 2017 and held it in 21 quarters. The position peaked at $1.14M in Q1 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • Westover Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 18,487 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $852K.
  • Westover Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 21 quarters.
  • Westover Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.14M in Q1 2021.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.