Capital Insight Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital Insight Partners’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 Q3	–	Sell	-9,795	Closed	-$463K	–	152
2022 Q2	$463K	Hold	9,795	–	–	0.11%	127
2022 Q1	$464K	Sell	9,795 -364	-4%	-$17.5K	0.09%	132
2021 Q4	$500K	Sell	10,159 -135	-1%	-$6.65K	0.1%	124
2021 Q3	$509K	Buy	10,294 +134	+1%	+$6.64K	0.11%	127
2021 Q2	$504K	Hold	10,160	–	–	0.11%	125
2021 Q1	$504K	Hold	10,160	–	–	0.12%	125
2020 Q4	$506K	Hold	10,160	–	–	0.13%	124
2020 Q3	$507K	Buy	+10,160	New	+$507K	0.14%	123

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capital Insight Partners's SHM Position: Q3 2022 in Review

Capital Insight Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 9,795 shares — an estimated $463K sold.

Capital Insight Partners first reported a position in SHM in Q3 2020 and held it in 8 quarters. The position peaked at $509K in Q3 2021. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Capital Insight Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Insight Partners sold 9,795 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $463K.
Capital Insight Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 8 quarters.
Capital Insight Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $509K in Q3 2021.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Capital Insight Partners's 13F filing for Q3 2022, filed 20 Oct 2022.