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

Atticus Wealth 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
2024 Q1	–	Sell	-303	Closed	-$14.5K	–	582
2023 Q4	$14.5K	Sell	303 -528	-64%	-$24.8K	0.01%	365
2023 Q3	$38.4K	Buy	+831	New	+$38.9K	0.01%	276
2022 Q2	–	Sell	-4,345	Closed	-$206K	–	644
2022 Q1	$206K	Buy	+4,345	New	+$209K	0.08%	141

Other funds holding SHM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atticus Wealth Management's SHM Position: Q1 2024 in Review

Atticus Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 303 shares — an estimated $14.5K sold.

Atticus Wealth Management first reported a position in SHM in Q1 2022 and held it in 3 quarters. The position peaked at $206K in Q1 2022. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Atticus Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 303 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $14.5K.
Atticus Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 3 quarters.
Atticus Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $206K in Q1 2022.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.