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

Baldrige Asset 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
2023 Q1	$400K	Sell	8,408 -2,553	-23%	-$121K	0.16%	77
2022 Q4	$515K	Sell	10,961 -412	-4%	-$19.2K	0.23%	65
2022 Q3	$524K	Sell	11,373 -1,614	-12%	-$76.1K	0.25%	65
2022 Q2	$614K	Buy	12,987 +1,432	+12%	+$67.2K	0.28%	65
2022 Q1	$547K	Buy	11,555 +6,299	+120%	+$304K	0.22%	69
2021 Q4	$258K	Buy	5,256 +4,431	+537%	+$218K	0.1%	94
2021 Q3	$41K	Hold	825	–	–	0.02%	180
2021 Q2	$41K	Buy	+825	New	+$40.9K	0.02%	177

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Baldrige Asset Management's SHM Position: Q1 2023 in Review

Baldrige Asset Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 23% in Q1 2023, selling an estimated $121K and leaving 8,408 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #77.

Baldrige Asset Management first reported a position in SHM in Q2 2021 and has held it in 8 quarters since. The position peaked at $614K in Q2 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Baldrige Asset Management held 8,408 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $400K as of Q1 2023.
Baldrige Asset Management sold 2,553 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $121K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of Baldrige Asset Management's portfolio in Q1 2023, its #77 holding.
Baldrige Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $614K in Q2 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.