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

Curi Wealth Management’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	-5,099	Closed	-$235K	–	203
2022 Q3	$235K	Buy	5,099 +666	+15%	+$31.4K	0.04%	156
2022 Q2	$210K	Sell	4,433 -1,495	-25%	-$70.2K	0.04%	112
2022 Q1	$280K	Buy	5,928 +1,327	+29%	+$64K	0.05%	89
2021 Q4	$226K	Sell	4,601 -2,344	-34%	-$115K	0.04%	104
2021 Q3	$343K	Buy	6,945 +818	+13%	+$40.6K	0.16%	57
2021 Q2	$303K	Sell	6,127 -28	-0.5%	-$1.39K	0.15%	68
2021 Q1	$305K	Buy	6,155 +910	+17%	+$45.2K	0.19%	63
2020 Q4	$261K	Buy	+5,245	New	+$261K	0.19%	70

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

Curi Wealth Management's SHM Position: Q4 2022 in Review

Curi Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 5,099 shares — an estimated $235K sold.

Curi Wealth Management first reported a position in SHM in Q4 2020 and held it in 8 quarters. The position peaked at $343K in Q3 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Curi Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Curi Wealth Management sold 5,099 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $235K.
Curi Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $343K in Q3 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.