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Concord Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Concord Wealth Partners’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
-37
Closed -$1.74K – 1190
2022
Q4 		$1.74K Buy
+37
New +$1.72K ﹤0.01% 968

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Goldman Sachs
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UCFA
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PNC Financial Services Group
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Concord Wealth Partners's SHM Position: Q1 2023 in Review

Concord Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 37 shares — an estimated $1.74K sold.

Concord Wealth Partners first reported a position in SHM in Q4 2022 and held it in 1 quarter. The position peaked at $1.74K in Q4 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Concord Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 37 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $1.74K.
  • Concord Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.74K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.