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

Advisornet Financial’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 Q1	–	Sell	-322	Closed	-$15.1K	–	2480
2022 Q4	$15.1K	Buy	+322	New	+$15K	﹤0.01%	1155
2022 Q3	–	Sell	-322	Closed	-$15K	–	2023
2022 Q2	$15K	Hold	322	–	–	﹤0.01%	1236
2022 Q1	$15K	Hold	322	–	–	﹤0.01%	1336
2021 Q4	$16K	Buy	+322	New	+$15.9K	﹤0.01%	1359
2020 Q1	–	Sell	-170	Closed	-$8K	–	1915
2019 Q4	$8K	Hold	170	–	–	﹤0.01%	1443
2019 Q3	$8K	Hold	170	–	–	﹤0.01%	1438
2019 Q2	$8K	Buy	+170	New	+$8.26K	﹤0.01%	1289
2018 Q4	–	Sell	-200	Closed	-$10K	–	1559
2018 Q3	$10K	Sell	200 -145	-42%	-$6.95K	﹤0.01%	1121
2018 Q2	$17K	Buy	345 +145	+73%	+$6.93K	﹤0.01%	990
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	1095
2017 Q4	$10K	Buy	+200	New	+$9.66K	﹤0.01%	1006

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Advisornet Financial's SHM Position: Q1 2023 in Review

Advisornet Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 322 shares — an estimated $15.1K sold.

Advisornet Financial first reported a position in SHM in Q4 2017 and held it in 11 quarters. The position peaked at $17K in Q2 2018. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Advisornet Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 322 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $15.1K.
Advisornet Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 11 quarters.
Advisornet Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $17K in Q2 2018.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.