Creative Financial Designs’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-1,000	Closed	-$46K	–	1348
2022 Q3	$46K	Sell	1,000 -30,549	-97%	-$1.44M	0.01%	571
2022 Q2	$1.49M	Buy	31,549 +31,339	+14,923%	+$1.47M	0.24%	86
2022 Q1	$10K	Hold	210	–	–	﹤0.01%	913
2021 Q4	$10K	Hold	210	–	–	﹤0.01%	909
2021 Q3	$10K	Sell	210 -233	-53%	-$11.6K	﹤0.01%	1023
2021 Q2	$22K	Sell	443 -43	-9%	-$2.13K	﹤0.01%	828
2021 Q1	$24K	Sell	486 -1,172	-71%	-$58.2K	﹤0.01%	741
2020 Q4	$83K	Buy	1,658 +1,448	+690%	+$72.1K	0.02%	415
2020 Q3	$10K	Sell	210 -1,762	-89%	-$88K	﹤0.01%	807
2020 Q2	$98K	Buy	+1,972	New	+$97.4K	0.03%	292
2017 Q2	–	Sell	-228	Closed	-$11K	–	829
2017 Q1	$11K	Sell	228 -2,777	-92%	-$134K	0.01%	391
2016 Q4	$144K	Buy	+3,005	New	+$145K	0.12%	138

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UCFA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Creative Financial Designs's SHM Position: Q4 2022 in Review

Creative Financial Designs sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 1,000 shares — an estimated $46K sold.

Creative Financial Designs first reported a position in SHM in Q4 2016 and held it in 12 quarters. The position peaked at $1.49M in Q2 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Creative Financial Designs reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 1,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $46K.
Creative Financial Designs first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 12 quarters.
Creative Financial Designs's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.49M in Q2 2022.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.