Clifford Swan Investment Counsel’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Clifford Swan Investment Counsel’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 Q4	–	Sell	-5,152	Closed	-$238K	–	303
2023 Q3	$238K	Hold	5,152	–	–	0.01%	275
2023 Q2	$242K	Hold	5,152	–	–	0.01%	281
2023 Q1	$245K	Hold	5,152	–	–	0.01%	275
2022 Q4	$242K	Hold	5,152	–	–	0.01%	281
2022 Q3	$237K	Hold	5,152	–	–	0.01%	280
2022 Q2	$243K	Sell	5,152 -2,150	-29%	-$101K	0.01%	296
2022 Q1	$346K	Hold	7,302	–	–	0.01%	268
2021 Q4	$359K	Hold	7,302	–	–	0.01%	267
2021 Q3	$360K	Hold	7,302	–	–	0.01%	267
2021 Q2	$363K	Hold	7,302	–	–	0.01%	255
2021 Q1	$362K	Buy	+7,302	New	+$363K	0.01%	254

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clifford Swan Investment Counsel's SHM Position: Q4 2023 in Review

Clifford Swan Investment Counsel sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 5,152 shares — an estimated $238K sold.

Clifford Swan Investment Counsel first reported a position in SHM in Q1 2021 and held it in 11 quarters. The position peaked at $363K in Q2 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Clifford Swan Investment Counsel reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Clifford Swan Investment Counsel sold 5,152 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $238K.
Clifford Swan Investment Counsel first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 11 quarters.
Clifford Swan Investment Counsel's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $363K in Q2 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2023, filed 6 Feb 2024.