Capital Directions Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital Directions Investment Advisors’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	$193K	Buy	+4,118	New	+$192K	0.07%	62
2022 Q3	–	Sell	-718	Closed	-$33.9K	–	133
2022 Q2	$34K	Sell	718 -2,008	-74%	-$94.3K	0.01%	147
2022 Q1	$129K	Buy	+2,726	New	+$131K	0.04%	84
2021 Q4	–	Sell	-153	Closed	-$8K	–	193
2021 Q3	$8K	Buy	+153	New	+$7.59K	﹤0.01%	239

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Capital Directions Investment Advisors's SHM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022: 4,118 shares worth $193K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SHM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SHM in Q3 2021 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Capital Directions Investment Advisors held 4,118 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $193K as of Q4 2022.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Capital Directions Investment Advisors position in Q4 2022.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #62 holding.
Capital Directions Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and has held it in 4 quarters since.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.