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

BDO Wealth Advisors’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 Q2	$4.28M	Sell	91,038 -311	-0.3%	-$14.6K	0.49%	38
2023 Q1	$4.34M	Sell	91,349 -17,497	-16%	-$826K	0.53%	33
2022 Q4	$5.11M	Buy	108,846 +8,108	+8%	+$377K	0.64%	29
2022 Q3	$4.64M	Sell	100,738 -51,584	-34%	-$2.43M	0.62%	29
2022 Q2	$7.2M	Buy	152,322 +36,956	+32%	+$1.74M	0.89%	23
2022 Q1	$5.46M	Sell	115,366 -9,363	-8%	-$451K	0.58%	32
2021 Q4	$6.13M	Sell	124,729 -13,642	-10%	-$672K	0.65%	29
2021 Q3	$6.84M	Buy	138,371 +3,095	+2%	+$153K	0.75%	28
2021 Q2	$6.7M	Buy	135,276 +356	+0.3%	+$17.7K	0.74%	27
2021 Q1	$6.69M	Buy	134,920 +1,253	+0.9%	+$62.2K	0.79%	28
2020 Q4	$6.66M	Sell	133,667 -435	-0.3%	-$21.7K	0.94%	25
2020 Q3	$6.69M	Buy	134,102 +4,053	+3%	+$202K	1.09%	20
2020 Q2	$6.49M	Buy	130,049 +11,518	+10%	+$569K	1.14%	21
2020 Q1	$5.8M	Sell	118,531 -27,733	-19%	-$1.36M	1.17%	20
2019 Q4	$7.18M	Sell	146,264 -882	-0.6%	-$43.2K	1.85%	10
2019 Q3	$7.21M	Sell	147,146 -8,399	-5%	-$412K	1.85%	10
2019 Q2	$7.61M	Buy	155,545 +9,175	+6%	+$446K	2.07%	9
2019 Q1	$7.1M	Sell	146,370 -1,220	-0.8%	-$58.9K	2.06%	9
2018 Q4	$7.09M	Sell	147,590 -20,482	-12%	-$977K	2.44%	9
2018 Q3	$8.02M	Buy	168,072 +1,850	+1%	+$88.7K	2.59%	9
2018 Q2	$7.98M	Sell	166,222 -50	-0%	-$2.39K	2.72%	9
2018 Q1	$7.95M	Buy	166,272 +25,525	+18%	+$1.22M	2.98%	9
2017 Q4	$6.74M	Buy	140,747 +14,850	+12%	+$717K	3.03%	8
2017 Q3	$6.12M	Sell	125,897 -3,200	-2%	-$156K	3.03%	8
2017 Q2	$6.26M	Buy	+129,097	New	+$6.28M	2.73%	9

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

Jane Street New York $777B AUM 61.18% 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

BDO Wealth Advisors's SHM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.34% in Q2 2023, selling an estimated $14.6K and leaving 91,038 shares worth $4.28M. The position accounts for 0.49% of the portfolio, ranked #38.

BDO Wealth Advisors first reported a position in SHM in Q2 2017 and has held it in 25 quarters since. The position peaked at $8.02M in Q3 2018. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

BDO Wealth Advisors held 91,038 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.28M as of Q2 2023.
BDO Wealth Advisors sold 311 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $14.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.49% of BDO Wealth Advisors's portfolio in Q2 2023, its #38 holding.
BDO Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.02M in Q3 2018.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.