CWM
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Castle Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-1,658
Closed -$76K – 537
2022
Q3 		$76K Sell
1,658
-279
-14% -$13.2K 0.05% 172
2022
Q2 		$92K Buy
+1,937
New +$91K 0.05% 154

Other funds holding SHM

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Castle Wealth Management's SHM Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 1,658 shares — an estimated $76K sold.

Castle Wealth Management first reported a position in SHM in Q2 2022 and held it in 2 quarters. The position peaked at $92K in Q2 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,658 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $76K.
  • Castle Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $92K in Q2 2022.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.