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

Bridgeworth’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 Q4	$5.3M	Buy	+110,950	New	+$5.21M	0.52%	28
2018 Q3	–	Sell	-3,985	Closed	-$191K	–	463
2018 Q2	$191K	Sell	3,985 -3,284	-45%	-$157K	0.08%	138
2018 Q1	$346K	Buy	+7,269	New	+$349K	0.16%	91
2017 Q3	–	Sell	-5,840	Closed	-$284K	–	122
2017 Q2	$284K	Sell	5,840 -2,256	-28%	-$110K	0.15%	113
2017 Q1	$394K	Buy	8,096 +2,513	+45%	+$121K	0.21%	83
2016 Q4	$269K	Buy	+5,583	New	+$270K	0.15%	111

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Bridgeworth's SHM Position: Q4 2023 in Review

Bridgeworth opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023: 110,950 shares worth $5.3M. The stake represents 0.52% of the portfolio and ranks #28 among its holdings. This is a return to the name: Bridgeworth previously reported a position in SHM as recently as Q2 2018.

Bridgeworth first reported a position in SHM in Q4 2016 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Bridgeworth held 110,950 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.3M as of Q4 2023.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Bridgeworth position in Q4 2023.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.52% of Bridgeworth's portfolio in Q4 2023, its #28 holding.
Bridgeworth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 6 quarters since.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.