1900 Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

1900 Wealth Management’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 Q1	–	Sell	-14,402	Closed	-$688K	–	281
2023 Q4	$688K	Sell	14,402 -579	-4%	-$27.2K	0.06%	165
2023 Q3	$693K	Sell	14,981 -29,715	-66%	-$1.39M	0.07%	166
2023 Q2	$2.1M	Sell	44,696 -9,450	-17%	-$445K	0.22%	88
2023 Q1	$2.55M	Sell	54,146 -375	-0.7%	-$17.7K	0.27%	68
2022 Q4	$2.56M	Sell	54,521 -12,680	-19%	-$590K	0.28%	67
2022 Q3	$3.1M	Sell	67,201 -4,972	-7%	-$235K	0.36%	59
2022 Q2	$3.41M	Sell	72,173 -807	-1%	-$37.9K	0.37%	57
2022 Q1	$3.45M	Sell	72,980 -1,066	-1%	-$51.4K	0.33%	61
2021 Q4	$3.64M	Sell	74,046 -27,622	-27%	-$1.36M	0.33%	61
2021 Q3	$5.02M	Sell	101,668 -27,820	-21%	-$1.38M	0.49%	50
2021 Q2	$6.42M	Sell	129,488 -53,390	-29%	-$2.65M	0.61%	37
2021 Q1	$9.06K	Buy	182,878 +79,862	+78%	+$3.97M	0.69%	26
2020 Q4	$5.13M	Buy	+103,016	New	+$5.13M	0.6%	40

Other funds holding SHM

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

1900 Wealth Management's SHM Position: Q1 2024 in Review

1900 Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 14,402 shares — an estimated $688K sold.

1900 Wealth Management first reported a position in SHM in Q4 2020 and held it in 13 quarters. The position peaked at $6.42M in Q2 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

1900 Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
1900 Wealth Management sold 14,402 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $688K.
1900 Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 13 quarters.
1900 Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.42M in Q2 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.