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

Buckingham Strategic Wealth’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
Q2 		$2.36M Sell
49,950
-4,319
-8% -$204K 0.02% 218
2024
Q1 		$2.57M Buy
54,269
+459
+0.9% +$21.9K 0.03% 213
2023
Q4 		$2.57M Sell
53,810
-2,276
-4% -$107K 0.03% 203
2023
Q3 		$2.59M Sell
56,086
-44,730
-44% -$2.09M 0.04% 193
2023
Q2 		$4.74M Sell
100,816
-8,859
-8% -$417K 0.07% 138
2023
Q1 		$5.15M Hold
109,675
– – 0.09% 111
2022
Q4 		$5.15M Buy
109,675
+1,679
+2% +$78.2K 0.09% 111
2022
Q3 		$4.98M Sell
107,996
-27,615
-20% -$1.3M 0.1% 103
2022
Q2 		$6.41M Sell
135,611
-77,350
-36% -$3.63M 0.13% 91
2022
Q1 		$10.1M Sell
212,961
-99,295
-32% -$4.79M 0.2% 62
2021
Q4 		$15.4M Sell
312,256
-94,077
-23% -$4.63M 0.3% 42
2021
Q3 		$20.1M Buy
406,333
+95,168
+31% +$4.72M 0.41% 32
2021
Q2 		$15.4M Sell
311,165
-91,373
-23% -$4.53M 0.37% 34
2021
Q1 		$19.9M Buy
402,538
+94,751
+31% +$4.71M 0.98% 22
2020
Q4 		$15.3M Buy
307,787
+80,982
+36% +$4.03M 0.8% 29
2020
Q3 		$11.3M Buy
226,805
+77,988
+52% +$3.89M 0.87% 27
2020
Q2 		$7.42M Buy
148,817
+31,939
+27% +$1.58M 0.71% 33
2020
Q1 		$5.71M Sell
116,878
-31,329
-21% -$1.53M 0.55% 40
2019
Q4 		$7.28M Buy
148,207
+29,781
+25% +$1.46M 0.7% 30
2019
Q3 		$5.8M Buy
118,426
+7,320
+7% +$359K 0.63% 35
2019
Q2 		$5.44M Buy
111,106
+16,167
+17% +$786K 0.59% 36
2019
Q1 		$4.6M Buy
94,939
+6,550
+7% +$316K 0.58% 42
2018
Q4 		$4.25M Sell
88,389
-12,012
-12% -$573K 0.65% 33
2018
Q3 		$4.79M Buy
100,401
+5,763
+6% +$276K 0.73% 28
2018
Q2 		$4.54M Sell
94,638
-13,937
-13% -$666K 0.74% 28
2018
Q1 		$5.19M Sell
108,575
-10,200
-9% -$489K 1.01% 21
2017
Q4 		$5.69M Buy
118,775
+16,910
+17% +$817K 1.19% 15
2017
Q3 		$4.95M Buy
101,865
+10,917
+12% +$532K 1.18% 16
2017
Q2 		$4.41M Sell
90,948
-18,378
-17% -$894K 1.04% 19
2017
Q1 		$5.3M Sell
109,326
-9,213
-8% -$445K 1.54% 12
2016
Q4 		$5.68M Buy
+118,539
New +$5.73M 1.83% 12
2016
Q1 		– Sell
-128,362
Closed -$6.25M – 249
2015
Q4 		$6.25M Buy
128,362
+20,611
+19% +$1M 2.1% 9
2015
Q3 		$5.25M Sell
107,751
-21,758
-17% -$1.06M 1.85% 13
2015
Q2 		$6.29M Buy
129,509
+58,704
+83% +$2.84M 2.06% 11
2015
Q1 		$3.44M Buy
70,805
+9,266
+15% +$451K 1.3% 16
2014
Q4 		$2.99M Buy
61,539
+20,730
+51% +$1.01M 1.16% 16
2014
Q3 		$1.99M Buy
40,809
+13,459
+49% +$656K 0.82% 25
2014
Q2 		$1.33M Buy
27,350
+3,050
+13% +$148K 0.58% 37
2014
Q1 		$1.18M Buy
24,300
+13,928
+134% +$678K 0.55% 40
2013
Q4 		$504K Buy
+10,372
New +$503K 0.24% 74

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Buckingham Strategic Wealth's SHM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8% in Q2 2024, selling an estimated $204K and leaving 49,950 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #218.

Buckingham Strategic Wealth first reported a position in SHM in Q4 2013 and has held it in 40 quarters since. The position peaked at $20.1M in Q3 2021. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

  • Buckingham Strategic Wealth held 49,950 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.36M as of Q2 2024.
  • Buckingham Strategic Wealth sold 4,319 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $204K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #218 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 40 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $20.1M in Q3 2021.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.