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

Carmel Capital 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
2023
Q4 		– Sell
-240
Closed -$11.1K – 591
2023
Q3 		$11.1K Buy
+240
New +$11.2K 0.01% 437

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Envestnet Asset Management
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Mercer Global Advisors
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Northwestern Mutual Wealth Management
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UCFA
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Jane Street
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Carmel Capital Partners's SHM Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 240 shares — an estimated $11.1K sold.

Carmel Capital Partners first reported a position in SHM in Q3 2023 and held it in 1 quarter. The position peaked at $11.1K in Q3 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

  • Carmel Capital Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 240 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $11.1K.
  • Carmel Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.1K in Q3 2023.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.