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

Cypress Wealth Services’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 Q3	–	Sell	-4,545	Closed	-$214K	–	255
2023 Q2	$214K	Buy	+4,545	New	+$214K	0.06%	225
2023 Q1	–	Sell	-4,616	Closed	-$217K	–	258
2022 Q4	$217K	Buy	+4,616	New	+$215K	0.07%	215

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cypress Wealth Services's SHM Position: Q3 2023 in Review

Cypress Wealth Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 4,545 shares — an estimated $214K sold.

Cypress Wealth Services first reported a position in SHM in Q4 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2022. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Cypress Wealth Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Cypress Wealth Services sold 4,545 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $214K.
Cypress Wealth Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Cypress Wealth Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $217K in Q4 2022.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.