Carmichael Hill & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Carmichael Hill & Associates’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 Q3	$129K	Buy	2,681 +418	+18%	+$20K	0.05%	232
2024 Q2	$107K	Hold	2,263	–	–	0.04%	238
2024 Q1	$107K	Hold	2,263	–	–	0.04%	241
2023 Q4	$108K	Hold	2,263	–	–	0.04%	245
2023 Q3	$105K	Hold	2,263	–	–	0.05%	237
2023 Q2	$106K	Hold	2,263	–	–	0.05%	241
2023 Q1	$108K	Hold	2,263	–	–	0.05%	229
2022 Q4	$106K	Sell	2,263 -33	-1%	-$1.54K	0.05%	230
2022 Q3	$106K	Hold	2,296	–	–	0.06%	216
2022 Q2	$109K	Buy	2,296 +2,216	+2,770%	+$104K	0.06%	219
2022 Q1	$4K	Hold	80	–	–	﹤0.01%	710
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	727
2021 Q3	$4K	Hold	80	–	–	﹤0.01%	716
2021 Q2	$4K	Buy	+80	New	+$3.97K	﹤0.01%	695

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Carmichael Hill & Associates's SHM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q3 2024, buying an estimated $20K and bringing the position to 2,681 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #232.

Carmichael Hill & Associates first reported a position in SHM in Q2 2021 and has held it in 14 quarters since. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Carmichael Hill & Associates held 2,681 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $129K as of Q3 2024.
Carmichael Hill & Associates bought 418 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $20K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Carmichael Hill & Associates's portfolio in Q3 2024, its #232 holding.
Carmichael Hill & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 14 quarters since.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.