AFT Forsyth & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

AFT Forsyth & Company’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 Q3	–	Sell	-4,975	Closed	-$234K	–	137
2023 Q2	$234K	Sell	4,975 -1,000	-17%	-$47.1K	0.17%	123
2023 Q1	$284K	Hold	5,975	–	–	0.22%	110
2022 Q4	$281K	Hold	5,975	–	–	0.24%	108
2022 Q3	$275K	Hold	5,975	–	–	0.25%	109
2022 Q2	$282K	Hold	5,975	–	–	0.23%	114
2022 Q1	$283K	Hold	5,975	–	–	0.18%	125
2021 Q4	$294K	Hold	5,975	–	–	0.15%	126
2021 Q3	$295K	Sell	5,975 -2,742	-31%	-$136K	0.16%	129
2021 Q2	$432K	Hold	8,717	–	–	0.23%	117
2021 Q1	$432K	Hold	8,717	–	–	0.26%	113
2020 Q4	$434K	Hold	8,717	–	–	0.27%	109
2020 Q3	$435K	Hold	8,717	–	–	0.32%	95
2020 Q2	$435K	Hold	8,717	–	–	0.37%	84
2020 Q1	$426K	Hold	8,717	–	–	0.43%	81
2019 Q4	$428K	Hold	8,717	–	–	0.33%	99
2019 Q3	$427K	Hold	8,717	–	–	0.35%	95
2019 Q2	$427K	Sell	8,717 -1,575	-15%	-$76.6K	0.35%	92
2019 Q1	$499K	Hold	10,292	–	–	0.43%	85
2018 Q4	$495K	Hold	10,292	–	–	0.49%	75
2018 Q3	$491K	Hold	10,292	–	–	0.41%	88
2018 Q2	$494K	Hold	10,292	–	–	0.43%	87
2018 Q1	$492K	Hold	10,292	–	–	0.46%	81
2017 Q4	$493K	Buy	+10,292	New	+$497K	0.48%	72

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

AFT Forsyth & Company's SHM Position: Q3 2023 in Review

AFT Forsyth & Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 4,975 shares — an estimated $234K sold.

AFT Forsyth & Company first reported a position in SHM in Q4 2017 and held it in 23 quarters. The position peaked at $499K in Q1 2019. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

AFT Forsyth & Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
AFT Forsyth & Company sold 4,975 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $234K.
AFT Forsyth & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 23 quarters.
AFT Forsyth & Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $499K in Q1 2019.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on AFT Forsyth & Company's 13F filing for Q3 2023, filed 7 Nov 2023.