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

Bedel Financial Consulting’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 Q2	–	Sell	-616	Closed	-$29K	–	761
2022 Q1	$29K	Hold	616	–	–	0.01%	493
2021 Q4	$30K	Hold	616	–	–	0.01%	495
2021 Q3	$30K	Hold	616	–	–	0.01%	476
2021 Q2	$31K	Buy	+616	New	+$30.6K	0.01%	474
2018 Q4	–	Sell	-63	Closed	-$2K	–	711
2018 Q3	$2K	Sell	63 -616	-91%	-$29.5K	﹤0.01%	624
2018 Q2	$33K	Hold	679	–	–	0.02%	310
2018 Q1	$32K	Buy	+679	New	+$32.6K	0.02%	320

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bedel Financial Consulting's SHM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 616 shares — an estimated $29K sold.

Bedel Financial Consulting first reported a position in SHM in Q1 2018 and held it in 7 quarters. The position peaked at $33K in Q2 2018. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 616 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $29K.
Bedel Financial Consulting first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 7 quarters.
Bedel Financial Consulting's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $33K in Q2 2018.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.