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

Broadview Financial Management’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 Q1	–	Sell	-23,708	Closed	-$1.17M	–	50
2021 Q4	$1.17M	Sell	23,708 -28	-0.1%	-$1.38K	0.83%	26
2021 Q3	$1.17M	Sell	23,736 -1,924	-7%	-$95.4K	0.91%	24
2021 Q2	$1.27M	Buy	25,660 +1,108	+5%	+$55K	0.96%	24
2021 Q1	$1.22M	Sell	24,552 -837	-3%	-$41.6K	0.95%	24
2020 Q4	$1.26M	Buy	25,389 +674	+3%	+$33.6K	0.97%	25
2020 Q3	$1.23M	Sell	24,715 -5,269	-18%	-$263K	1.04%	24
2020 Q2	$1.5M	Buy	29,984 +6,065	+25%	+$300K	1.2%	21
2020 Q1	$1.17M	Sell	23,919 -1,635	-6%	-$80K	1.05%	22
2019 Q4	$1.25M	Buy	25,554 +631	+3%	+$30.9K	0.87%	28
2019 Q3	$1.22M	Sell	24,923 -1,243	-5%	-$61K	0.91%	27
2019 Q2	$1.28M	Sell	26,166 -1,453	-5%	-$70.6K	0.96%	26
2019 Q1	$1.34M	Buy	27,619 +1,231	+5%	+$59.4K	1.04%	23
2018 Q4	$1.27M	Sell	26,388 -10,688	-29%	-$510K	1.13%	20
2018 Q3	$1.77M	Buy	37,076 +840	+2%	+$40.3K	1.59%	15
2018 Q2	$1.74M	Buy	36,236 +519	+1%	+$24.8K	1.7%	15
2018 Q1	$1.71M	Buy	35,717 +1,107	+3%	+$53.1K	1.69%	15
2017 Q4	$1.66M	Buy	+34,610	New	+$1.67M	1.61%	15

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

RJA

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

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

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Broadview Financial Management's SHM Position: Q1 2022 in Review

Broadview Financial Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 23,708 shares — an estimated $1.17M sold.

Broadview Financial Management first reported a position in SHM in Q4 2017 and held it in 17 quarters. The position peaked at $1.77M in Q3 2018. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

Broadview Financial Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Broadview Financial Management sold 23,708 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $1.17M.
Broadview Financial Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 17 quarters.
Broadview Financial Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.77M in Q3 2018.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Broadview Financial Management's 13F filing for Q1 2022, filed 21 Apr 2022.