Citizens & Northern Corp’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Citizens & Northern Corp’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 Q4	–	Sell	-5,732	Closed	-$276K	–	133
2024 Q3	$276K	Hold	5,732	–	–	0.08%	111
2024 Q2	$270K	Hold	5,732	–	–	0.08%	107
2024 Q1	$272K	Hold	5,732	–	–	0.09%	99
2023 Q4	$274K	Buy	+5,732	New	+$269K	0.1%	101

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

UCFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Citizens & Northern Corp's SHM Position: Q4 2024 in Review

Citizens & Northern Corp sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 5,732 shares — an estimated $276K sold.

Citizens & Northern Corp first reported a position in SHM in Q4 2023 and held it in 4 quarters. The position peaked at $276K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Citizens & Northern Corp reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Citizens & Northern Corp sold 5,732 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $276K.
Citizens & Northern Corp first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Citizens & Northern Corp's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $276K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Citizens & Northern Corp's 13F filing for Q4 2024, filed 31 Jan 2025.