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

Cypress Capital’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 Q1	–	Sell	-4,086	Closed	-$201K	–	221
2021 Q4	$201K	Hold	4,086	–	–	0.02%	206
2021 Q3	$202K	Buy	+4,086	New	+$203K	0.03%	183
2021 Q2	–	Sell	-4,086	Closed	-$203K	–	104
2021 Q1	$203K	Buy	4,086 +3,891	+1,995%	+$193K	0.08%	65
2020 Q4	$10K	Sell	195 -4,086	-95%	-$203K	﹤0.01%	69
2020 Q3	$213K	Buy	+4,281	New	+$214K	0.1%	61
2019 Q4	$333K	Sell	6,779 -171	-2%	-$8.38K	0.14%	64
2019 Q3	$340K	Buy	+6,950	New	+$341K	0.16%	61
2019 Q2	–	Sell	-6,313	Closed	-$306K	–	68
2019 Q1	$306K	Hold	6,313	–	–	0.13%	68
2018 Q4	$303K	Buy	+6,313	New	+$301K	0.14%	66

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Cypress Capital's SHM Position: Q1 2022 in Review

Cypress Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 4,086 shares — an estimated $201K sold.

Cypress Capital first reported a position in SHM in Q4 2018 and held it in 9 quarters. The position peaked at $340K in Q3 2019. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

Cypress Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Cypress Capital sold 4,086 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $201K.
Cypress Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 9 quarters.
Cypress Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $340K in Q3 2019.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Cypress Capital's 13F filing for Q1 2022, filed 9 May 2022.