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

Bowman & Company’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	-13,446	Closed	-$620K	–	90
2022 Q3	$620K	Sell	13,446 -5,975	-31%	-$282K	0.56%	36
2022 Q2	$918K	Buy	19,421 +15,107	+350%	+$709K	0.8%	27
2022 Q1	$204K	Buy	+4,314	New	+$208K	0.16%	80

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

Bowman & Company's SHM Position: Q4 2022 in Review

Bowman & Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 13,446 shares — an estimated $620K sold.

Bowman & Company first reported a position in SHM in Q1 2022 and held it in 3 quarters. The position peaked at $918K in Q2 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Bowman & Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Bowman & Company sold 13,446 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $620K.
Bowman & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 3 quarters.
Bowman & Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $918K 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 Bowman & Company's 13F filing for Q4 2022, filed 20 Jan 2023.