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

Comerica Securities’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
Q1 		– Sell
-7,845
Closed -$369K – 1244
2022
Q4 		$369K Buy
+7,845
New +$365K 0.03% 348
2022
Q3 		– Sell
-9,010
Closed -$426K – 466
2022
Q2 		$426K Sell
9,010
-636
-7% -$29.9K 0.03% 321
2022
Q1 		$457K Sell
9,646
-1,070
-10% -$51.6K 0.03% 325
2021
Q4 		$527K Buy
10,716
+2,328
+28% +$115K 0.03% 315
2021
Q3 		$414K Buy
8,388
+2,375
+39% +$118K 0.03% 345
2021
Q2 		$298K Buy
6,013
+703
+13% +$34.9K 0.02% 405
2021
Q1 		$263K Buy
5,310
+208
+4% +$10.3K 0.02% 442
2020
Q4 		$254K Buy
5,102
+535
+12% +$26.6K 0.02% 418
2020
Q3 		$228K Buy
+4,567
New +$228K 0.02% 407
2018
Q1 		– Sell
-5,392
Closed -$258K – 414
2017
Q4 		$258K Buy
5,392
+174
+3% +$8.4K 0.03% 364
2017
Q3 		$254K Hold
5,218
– – 0.04% 354
2017
Q2 		$253K Hold
5,218
– – 0.04% 345
2017
Q1 		$253K Buy
5,218
+187
+4% +$9.02K 0.04% 341
2016
Q4 		$241K Hold
5,031
– – 0.1% 209
2016
Q3 		$246K Hold
5,031
– – 0.1% 177
2016
Q2 		$247K Buy
5,031
+701
+16% +$34.3K 0.12% 169
2016
Q1 		$211K Sell
4,330
-189
-4% -$9.24K 0.11% 190
2015
Q4 		$220K Sell
4,519
-4,647
-51% -$226K 0.14% 162
2015
Q3 		$447K Hold
9,166
– – 0.26% 89
2015
Q2 		$445K Hold
9,166
– – 0.11% 203
2015
Q1 		$446K Buy
+9,166
New +$446K 0.11% 188

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Comerica Securities's SHM Position: Q1 2023 in Review

Comerica Securities sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 7,845 shares — an estimated $369K sold.

Comerica Securities first reported a position in SHM in Q1 2015 and held it in 21 quarters. The position peaked at $527K in Q4 2021. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Comerica Securities reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 7,845 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $369K.
  • Comerica Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and held it in 21 quarters.
  • Comerica Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $527K in Q4 2021.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.