Cary Street Partners Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cary Street Partners Asset Management’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 Q2	–	Sell	-243	Closed	-$11.6K	–	360
2023 Q1	$11.6K	Hold	243	–	–	﹤0.01%	336
2022 Q4	$11.4K	Hold	243	–	–	﹤0.01%	366
2022 Q3	$11K	Buy	+243	New	+$11.5K	﹤0.01%	329

Other funds holding SHM

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Cary Street Partners Asset Management's SHM Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 243 shares — an estimated $11.6K sold.

Cary Street Partners Asset Management first reported a position in SHM in Q3 2022 and held it in 3 quarters. The position peaked at $11.6K in Q1 2023. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Cary Street Partners Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 243 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $11.6K.
Cary Street Partners Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.6K in Q1 2023.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.