Armstrong Fleming & Moore’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Armstrong Fleming & Moore’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 Q4	–	Sell	-5,411	Closed	-$250K	–	91
2023 Q3	$250K	Sell	5,411 -5,152	-49%	-$241K	0.24%	74
2023 Q2	$497K	Buy	+10,563	New	+$497K	0.46%	50

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Armstrong Fleming & Moore's SHM Position: Q4 2023 in Review

Armstrong Fleming & Moore sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 5,411 shares — an estimated $250K sold.

Armstrong Fleming & Moore first reported a position in SHM in Q2 2023 and held it in 2 quarters. The position peaked at $497K in Q2 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Armstrong Fleming & Moore reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Armstrong Fleming & Moore sold 5,411 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $250K.
Armstrong Fleming & Moore first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
Armstrong Fleming & Moore's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $497K in Q2 2023.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Armstrong Fleming & Moore's 13F filing for Q4 2023, filed 6 Feb 2024.