Cape Cod Five Cents Savings Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cape Cod Five Cents Savings Bank’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 Q4	–	Sell	-4,504	Closed	-$208K	–	209
2022 Q3	$208K	Hold	4,504	–	–	0.02%	185
2022 Q2	$213K	Hold	4,504	–	–	0.02%	191
2022 Q1	$213K	Hold	4,504	–	–	0.02%	192
2021 Q4	$222K	Buy	+4,504	New	+$222K	0.02%	182

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

AWA

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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 $173B AUM 20.72% 1-Year Est. Return

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

Cape Cod Five Cents Savings Bank's SHM Position: Q4 2022 in Review

Cape Cod Five Cents Savings Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 4,504 shares — an estimated $208K sold.

Cape Cod Five Cents Savings Bank first reported a position in SHM in Q4 2021 and held it in 4 quarters. The position peaked at $222K in Q4 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Cape Cod Five Cents Savings Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Cape Cod Five Cents Savings Bank sold 4,504 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $208K.
Cape Cod Five Cents Savings Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
Cape Cod Five Cents Savings Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $222K in Q4 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2022, filed 15 Feb 2023.