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

Balboa Wealth Partners’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	-11,091	Closed	-$522K	–	320
2023 Q2	$522K	Buy	11,091 +266	+2%	+$12.5K	0.18%	107
2023 Q1	$515K	Buy	10,825 +3,160	+41%	+$149K	0.19%	110
2022 Q4	$360K	Buy	7,665 +2,709	+55%	+$126K	0.16%	137
2022 Q3	$228K	Buy	+4,956	New	+$234K	0.1%	178

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

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 $71.6B AUM 21.08% 1-Year Est. Return

Balboa Wealth Partners's SHM Position: Q3 2023 in Review

Balboa Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 11,091 shares — an estimated $522K sold.

Balboa Wealth Partners first reported a position in SHM in Q3 2022 and held it in 4 quarters. The position peaked at $522K in Q2 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Balboa Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Balboa Wealth Partners sold 11,091 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $522K.
Balboa Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
Balboa Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $522K in Q2 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.