Baird Financial Group
SHM icon

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

Baird Financial Group’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 		– Sell
-17,815
Closed -$841K – 1819
2024
Q2 		$841K Sell
17,815
-21,990
-55% -$1.04M ﹤0.01% 1228
2024
Q1 		$1.89M Sell
39,805
-1,212
-3% -$57.7K ﹤0.01% 966
2023
Q4 		$1.96M Sell
41,017
-14,671
-26% -$688K ﹤0.01% 938
2023
Q3 		$2.57M Sell
55,688
-27,685
-33% -$1.3M 0.01% 833
2023
Q2 		$3.92M Buy
83,373
+9,840
+13% +$463K 0.01% 690
2023
Q1 		$3.5M Buy
73,533
+13,245
+22% +$625K 0.01% 702
2022
Q4 		$2.83M Buy
60,288
+18,884
+46% +$879K 0.01% 760
2022
Q3 		$1.91M Buy
41,404
+9,576
+30% +$452K 0.01% 847
2022
Q2 		$1.5M Buy
31,828
+8,346
+36% +$392K ﹤0.01% 949
2022
Q1 		$1.11M Buy
23,482
+1,753
+8% +$84.5K ﹤0.01% 1101
2021
Q4 		$1.07M Sell
21,729
-288
-1% -$14.2K ﹤0.01% 1173
2021
Q3 		$1.09M Sell
22,017
-96,208
-81% -$4.77M ﹤0.01% 1173
2021
Q2 		$5.86M Sell
118,225
-447
-0.4% -$22.2K 0.02% 547
2021
Q1 		$5.88M Buy
118,672
+96,726
+441% +$4.81M 0.02% 529
2020
Q4 		$1.09M Sell
21,946
-1,006
-4% -$50.1K ﹤0.01% 971
2020
Q3 		$1.15M Buy
22,952
+145
+0.6% +$7.24K ﹤0.01% 902
2020
Q2 		$1.14M Buy
22,807
+781
+4% +$38.6K ﹤0.01% 888
2020
Q1 		$1.08M Sell
22,026
-1,915
-8% -$93.7K ﹤0.01% 869
2019
Q4 		$1.18M Buy
23,941
+642
+3% +$31.5K ﹤0.01% 922
2019
Q3 		$1.14M Sell
23,299
-1,317
-5% -$64.7K ﹤0.01% 939
2019
Q2 		$1.21M Buy
24,616
+2,331
+10% +$113K ﹤0.01% 930
2019
Q1 		$1.08M Sell
22,285
-52
-0.2% -$2.51K 0.01% 825
2018
Q4 		$1.07M Buy
22,337
+369
+2% +$17.6K 0.01% 777
2018
Q3 		$1.05M Sell
21,968
-761
-3% -$36.5K 0.01% 843
2018
Q2 		$1.09M Buy
22,729
+666
+3% +$31.8K 0.01% 809
2018
Q1 		$1.05M Buy
22,063
+9
+0% +$432 0.01% 810
2017
Q4 		$1.06M Buy
22,054
+8,805
+66% +$425K 0.01% 806
2017
Q3 		$644K Buy
13,249
+601
+5% +$29.3K ﹤0.01% 924
2017
Q2 		$613K Buy
12,648
+2,174
+21% +$106K ﹤0.01% 912
2017
Q1 		$507K Buy
10,474
+1,973
+23% +$95.2K ﹤0.01% 944
2016
Q4 		$408K Buy
8,501
+104
+1% +$5.02K ﹤0.01% 974
2016
Q3 		$410K Buy
8,397
+795
+10% +$39K ﹤0.01% 976
2016
Q2 		$373K Hold
7,602
– – ﹤0.01% 991
2016
Q1 		$371K Sell
7,602
-1
-0% -$49 ﹤0.01% 998
2015
Q4 		$370K Buy
7,603
+19
+0.3% +$926 ﹤0.01% 1005
2015
Q3 		$369K Sell
7,584
-1,581
-17% -$76.9K ﹤0.01% 1002
2015
Q2 		$445K Buy
+9,165
New +$444K ﹤0.01% 1000

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
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

Baird Financial Group's SHM Position: Q3 2024 in Review

Baird Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 17,815 shares — an estimated $841K sold.

Baird Financial Group first reported a position in SHM in Q2 2015 and held it in 37 quarters. The position peaked at $5.88M in Q1 2021. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Baird Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 17,815 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $841K.
  • Baird Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and held it in 37 quarters.
  • Baird Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.88M in Q1 2021.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.