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

Axiom Financial Strategies’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	-152,998	Closed	-$7.2M	–	36
2023 Q2	$7.2M	Buy	152,998 +1,441	+1%	+$67.8K	4.13%	10
2023 Q1	$7.21M	Sell	151,557 -4,678	-3%	-$221K	4.01%	8
2022 Q4	$7.34M	Sell	156,235 -6,284	-4%	-$293K	4.61%	5
2022 Q3	$7.49M	Buy	162,519 +77,736	+92%	+$3.67M	3.98%	6
2022 Q2	$4.01M	Buy	84,783 +598	+0.7%	+$28.1K	2.11%	16
2022 Q1	$3.93M	Buy	84,185 +551	+0.7%	+$26.6K	1.98%	17
2021 Q4	$4.11M	Buy	83,634 +23,340	+39%	+$1.15M	1.87%	17
2021 Q3	$2.98M	Buy	60,294 +29,528	+96%	+$1.46M	1.4%	21
2021 Q2	$1.52M	Buy	30,766 +176	+0.6%	+$8.73K	0.7%	24
2021 Q1	$1.52M	Sell	30,590 -5,852	-16%	-$291K	0.74%	22
2020 Q4	$1.82M	Hold	36,442	–	–	1.09%	22
2020 Q3	$1.82M	Sell	36,442 -36,722	-50%	-$1.83M	1.09%	22
2020 Q2	$3.65M	Buy	73,164 +11,260	+18%	+$556K	2.38%	15
2020 Q1	$3.03M	Buy	+61,904	New	+$3.03M	2.45%	13

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Axiom Financial Strategies's SHM Position: Q3 2023 in Review

Axiom Financial Strategies sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 152,998 shares — an estimated $7.2M sold.

Axiom Financial Strategies first reported a position in SHM in Q1 2020 and held it in 14 quarters. The position peaked at $7.49M in Q3 2022. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Axiom Financial Strategies reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Axiom Financial Strategies sold 152,998 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $7.2M.
Axiom Financial Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 14 quarters.
Axiom Financial Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.49M in Q3 2022.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Axiom Financial Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.