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

Brighton Jones LLC’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
2024 Q3	–	Sell	-4,787	Closed	-$226K	–	655
2024 Q2	$226K	Buy	+4,787	New	+$226K	0.01%	543
2016 Q2	–	Sell	-5,204	Closed	-$254K	–	209
2016 Q1	$254K	Hold	5,204	–	–	0.05%	173
2015 Q4	$254K	Hold	5,204	–	–	0.05%	163
2015 Q3	$254K	Hold	5,204	–	–	0.05%	160
2015 Q2	$253K	Hold	5,204	–	–	0.06%	156
2015 Q1	$253K	Hold	5,204	–	–	0.06%	157
2014 Q4	$253K	Hold	5,204	–	–	0.06%	159
2014 Q3	$254K	Hold	5,204	–	–	0.06%	168
2014 Q2	$253K	Sell	5,204 -349	-6%	-$17K	0.06%	157
2014 Q1	$269K	Buy	5,553 +349	+7%	+$17K	0.06%	144
2013 Q4	$253K	Buy	+5,204	New	+$253K	0.06%	155

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Brighton Jones LLC's SHM Position: Q3 2024 in Review

Brighton Jones LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 4,787 shares — an estimated $226K sold.

Brighton Jones LLC first reported a position in SHM in Q4 2013 and held it in 11 quarters. The position peaked at $269K in Q1 2014. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Brighton Jones LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Brighton Jones LLC sold 4,787 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $226K.
Brighton Jones LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 11 quarters.
Brighton Jones LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $269K in Q1 2014.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Brighton Jones LLC's 13F filing for Q3 2024, filed 22 Oct 2024.