Estate Counselors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70,110
| Closed | -$3.33M | – | 131 |
|
|
2023
Q1 | $3.33M | Sell |
70,110
-413,225
| -85% | -$19.5M | 0.44% | 41 |
|
|
2022
Q4 | $22.7M | Buy |
483,335
+101,422
| +27% | +$4.72M | 3.18% | 5 |
|
|
2022
Q3 | $17.6M | Buy |
381,913
+27,930
| +8% | +$1.32M | 2.72% | 11 |
|
|
2022
Q2 | $16.7M | Sell |
353,983
-41,850
| -11% | -$1.97M | 2.49% | 10 |
|
|
2022
Q1 | $18.7M | Buy |
395,833
+4,295
| +1% | +$207K | 2.44% | 8 |
|
|
2021
Q4 | $19.3M | Buy |
391,538
+13,203
| +3% | +$650K | 2.34% | 9 |
|
|
2021
Q3 | $18.7M | Buy |
378,335
+182,550
| +93% | +$9.05M | 2.34% | 8 |
|
|
2021
Q2 | $9.7M | Buy |
195,785
+15,285
| +8% | +$758K | 1.27% | 29 |
|
|
2021
Q1 | $8.95M | Buy |
180,500
+6,270
| +4% | +$311K | 1.31% | 28 |
|
|
2020
Q4 | $8.68M | Buy |
174,230
+2,590
| +2% | +$129K | 1.31% | 25 |
|
|
2020
Q3 | $8.56M | Buy |
171,640
+122,520
| +249% | +$6.12M | 1.33% | 27 |
|
|
2020
Q2 | $2.47M | Buy |
49,120
+21,210
| +76% | +$1.05M | 0.4% | 57 |
|
|
2020
Q1 | $1.36M | Buy |
27,910
+1,450
| +5% | +$70.9K | 0.22% | 67 |
|
|
2019
Q4 | $1.3M | Buy |
26,460
+18,810
| +246% | +$922K | 0.19% | 65 |
|
|
2019
Q3 | $375K | Sell |
7,650
-180
| -2% | -$8.84K | 0.06% | 62 |
|
|
2019
Q2 | $383K | Sell |
7,830
-800
| -9% | -$38.9K | 0.06% | 62 |
|
|
2019
Q1 | $418K | Sell |
8,630
-3,400
| -28% | -$164K | 0.07% | 57 |
|
|
2018
Q4 | $578K | Sell |
12,030
-660
| -5% | -$31.5K | 0.12% | 56 |
|
|
2018
Q3 | $605K | Sell |
12,690
-1,300
| -9% | -$62.3K | 0.11% | 53 |
|
|
2018
Q2 | $671K | Sell |
13,990
-14,220
| -50% | -$679K | 0.13% | 55 |
|
|
2018
Q1 | $1.35M | Buy |
28,210
+7,400
| +36% | +$355K | 0.25% | 50 |
|
|
2017
Q4 | $997K | Sell |
20,810
-800
| -4% | -$38.6K | 0.2% | 50 |
|
|
2017
Q3 | $1.05M | Sell |
21,610
-8,550
| -28% | -$417K | 0.21% | 46 |
|
|
2017
Q2 | $1.46M | Buy |
30,160
+11,820
| +64% | +$575K | 0.33% | 46 |
|
|
2017
Q1 | $888K | Buy |
18,340
+6,950
| +61% | +$335K | 0.23% | 53 |
|
|
2016
Q4 | $546K | Buy |
+11,390
| New | +$550K | 0.15% | 62 |
|
|
2015
Q1 | – | Sell |
-14,090
| Closed | -$684K | – | 61 |
|
|
2014
Q4 | $684K | Hold |
14,090
| – | – | 0.24% | 42 |
|
|
2014
Q3 | $688K | Hold |
14,090
| – | – | 0.27% | 39 |
|
|
2014
Q2 | $686K | Hold |
14,090
| – | – | 0.26% | 39 |
|
|
2014
Q1 | $684K | Hold |
14,090
| – | – | 0.27% | 38 |
|
|
2013
Q4 | $684K | Hold |
14,090
| – | – | 0.3% | 39 |
|
|
2013
Q3 | $683K | Sell |
14,090
-4,330
| -24% | -$208K | 0.32% | 36 |
|
|
2013
Q2 | $885K | Buy |
+18,420
| New | +$894K | 0.45% | 35 |
|
Other funds holding SHM
UCFA
Estate Counselors's SHM Position: Q2 2023 in Review
Estate Counselors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 70,110 shares — an estimated $3.33M sold.
Estate Counselors first reported a position in SHM in Q2 2013 and held it in 33 quarters. The position peaked at $22.7M in Q4 2022. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.
- Estate Counselors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
- Estate Counselors sold 70,110 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $3.33M.
- Estate Counselors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 33 quarters.
- Estate Counselors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22.7M in Q4 2022.
- 426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.
Based on Estate Counselors's 13F filing for Q2 2023, filed 31 Jul 2023.