Bremer Bank National Association’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bremer Bank National Association’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 Q1	–	Sell	-71,301	Closed	-$3.35M	–	204
2022 Q4	$3.35M	Buy	+71,301	New	+$3.32M	0.65%	40
2019 Q3	–	Sell	-12,556	Closed	-$615K	–	237
2019 Q2	$615K	Hold	12,556	–	–	0.13%	144
2019 Q1	$610K	Buy	+12,556	New	+$606K	0.12%	148

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $202B AUM 37.79% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bremer Bank National Association's SHM Position: Q1 2023 in Review

Bremer Bank National Association sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 71,301 shares — an estimated $3.35M sold.

Bremer Bank National Association first reported a position in SHM in Q1 2019 and held it in 3 quarters. The position peaked at $3.35M in Q4 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Bremer Bank National Association reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Bremer Bank National Association sold 71,301 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $3.35M.
Bremer Bank National Association first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 3 quarters.
Bremer Bank National Association's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.35M in Q4 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Bremer Bank National Association's 13F filing for Q1 2023, filed 13 Apr 2023.