WFA of San Diego’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WFA of San Diego’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	$18.4K	Hold	383	–	–	0.02%	248
2024 Q2	$18.1K	Buy	+383	New	+$18.1K	0.02%	252
2023 Q3	$18.3K	Hold	395	–	–	0.02%	242
2023 Q2	$18.6K	Buy	+395	New	+$18.6K	0.02%	240
2023 Q1	–	Sell	-495	Closed	-$23.3K	–	362
2022 Q4	$23.3K	Buy	+495	New	+$23K	0.02%	275
2022 Q3	–	Sell	-495	Closed	-$23K	–	339
2022 Q2	$23K	Buy	+495	New	+$23.2K	0.02%	214

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

WFA of San Diego's SHM Position: Q3 2024 in Review

WFA of San Diego held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2024 at 383 shares worth $18.4K. The position accounts for 0.02% of the portfolio, ranked #248.

WFA of San Diego first reported a position in SHM in Q2 2022 and has held it in 6 quarters since. The position peaked at $23.3K in Q4 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

WFA of San Diego held 383 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $18.4K as of Q3 2024.
WFA of San Diego left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2024.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of WFA of San Diego's portfolio in Q3 2024, its #248 holding.
WFA of San Diego first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 6 quarters since.
WFA of San Diego's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $23.3K in Q4 2022.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.