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CGN Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

CGN Advisors’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
-8,743
Closed -$413K – 231
2022
Q2 		$413K Buy
+8,743
New +$411K 0.12% 167

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CGN Advisors's SHM Position: Q3 2022 in Review

CGN Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 8,743 shares — an estimated $413K sold.

CGN Advisors first reported a position in SHM in Q2 2022 and held it in 1 quarter. The position peaked at $413K in Q2 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

  • CGN Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CGN Advisors sold 8,743 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $413K.
  • CGN Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • CGN Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $413K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on CGN Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.