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

Barclays’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	-16,209	Closed	-$763K	–	4691
2023 Q2	$763K	Buy	16,209 +15,909	+5,303%	+$749K	﹤0.01%	2492
2023 Q1	$14.3K	Buy	+300	New	+$14.2K	﹤0.01%	4706
2021 Q3	–	Sell	-9,057	Closed	-$449K	–	4978
2021 Q2	$449K	Buy	+9,057	New	+$449K	﹤0.01%	3138
2015 Q4	–	Sell	-90,217	Closed	-$4.33M	–	6506
2015 Q3	$4.33M	Buy	90,217 +4,995	+6%	+$243K	0.01%	1460
2015 Q2	$4.09M	Sell	85,222 -21,942	-20%	-$1.06M	﹤0.01%	1663
2015 Q1	$5.14M	Sell	107,164 -798	-0.7%	-$38.9K	0.01%	1537
2014 Q4	$5.18M	Sell	107,962 -7,578	-7%	-$369K	0.01%	1675
2014 Q3	$5.54M	Sell	115,540 -20,242	-15%	-$987K	0.01%	1680
2014 Q2	$6.52M	Sell	135,782 -3,810	-3%	-$185K	0.01%	1504
2014 Q1	$6.71M	Buy	139,592 +13,765	+11%	+$670K	0.01%	1486
2013 Q4	$6.04M	Buy	125,827 +5,840	+5%	+$283K	0.01%	1655
2013 Q3	$5.76M	Buy	119,987 +2,513	+2%	+$121K	0.01%	1566
2013 Q2	$5.62M	Buy	+117,474	New	+$5.7M	0.01%	1525

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

Barclays's SHM Position: Q3 2023 in Review

Barclays sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 16,209 shares — an estimated $763K sold.

Barclays first reported a position in SHM in Q2 2013 and held it in 13 quarters. The position peaked at $6.71M in Q1 2014. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Barclays reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Barclays sold 16,209 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $763K.
Barclays first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 13 quarters.
Barclays's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.71M in Q1 2014.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Barclays's 13F filing for Q3 2023, filed 7 Nov 2023.