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

Beaumont Financial 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
2022 Q4	–	Sell	-148,141	Closed	-$6.83M	–	339
2022 Q3	$6.83M	Sell	148,141 -8,715	-6%	-$411K	0.66%	37
2022 Q2	$7.41M	Buy	+156,856	New	+$7.37M	0.67%	39

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Beaumont Financial Advisors's SHM Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 148,141 shares — an estimated $6.83M sold.

Beaumont Financial Advisors first reported a position in SHM in Q2 2022 and held it in 2 quarters. The position peaked at $7.41M in Q2 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Beaumont Financial Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 148,141 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $6.83M.
Beaumont Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
Beaumont Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.41M in Q2 2022.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.