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

Annapolis Financial Services’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	$28K	Hold	581	–	–	0.01%	201
2024 Q2	$27.4K	Hold	581	–	–	0.01%	194
2024 Q1	$27.6K	Sell	581 -165	-22%	-$7.86K	0.01%	192
2023 Q4	$35.7K	Buy	746 +165	+28%	+$7.74K	0.01%	229
2023 Q3	$26.9K	Hold	581	–	–	0.01%	240
2023 Q2	$27.3K	Buy	+581	New	+$27.4K	0.01%	239

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

Annapolis Financial Services's SHM Position: Q3 2024 in Review

Annapolis Financial Services held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2024 at 581 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #201.

Annapolis Financial Services first reported a position in SHM in Q2 2023 and has held it in 6 quarters since. The position peaked at $35.7K in Q4 2023. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Annapolis Financial Services held 581 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $28K as of Q3 2024.
Annapolis Financial Services 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 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #201 holding.
Annapolis Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 6 quarters since.
Annapolis Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $35.7K in Q4 2023.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.