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

Alhambra Investment 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
2023 Q3	–	Sell	-8,000	Closed	-$376K	–	153
2023 Q2	$376K	Hold	8,000	–	–	0.25%	105
2023 Q1	$380K	Hold	8,000	–	–	0.26%	103
2022 Q4	$376K	Hold	8,000	–	–	0.27%	100
2022 Q3	$369K	Hold	8,000	–	–	0.28%	99
2022 Q2	$378K	Hold	8,000	–	–	0.27%	105
2022 Q1	$379K	Sell	8,000 -326	-4%	-$15.7K	0.25%	110
2021 Q4	$409K	Hold	8,326	–	–	0.29%	103
2021 Q3	$411K	Sell	8,326 -1,816	-18%	-$90K	0.31%	100
2021 Q2	$503K	Buy	+10,142	New	+$503K	0.38%	82

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 $79.5B AUM 27.1% 1-Year Est. Return

Alhambra Investment Management's SHM Position: Q3 2023 in Review

Alhambra Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 8,000 shares — an estimated $376K sold.

Alhambra Investment Management first reported a position in SHM in Q2 2021 and held it in 9 quarters. The position peaked at $503K in Q2 2021. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Alhambra Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Alhambra Investment Management sold 8,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $376K.
Alhambra Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 9 quarters.
Alhambra Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $503K in Q2 2021.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Alhambra Investment Management's 13F filing for Q3 2023, filed 17 Oct 2023.