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

Evergreen Capital 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
2024 Q1	–	Sell	-5,766	Closed	-$276K	–	922
2023 Q4	$276K	Sell	5,766 -3,500	-38%	-$164K	0.01%	631
2023 Q3	$428K	Buy	9,266 +3,500	+61%	+$164K	0.02%	433
2023 Q2	$271K	Sell	5,766 -1	-0%	-$47	0.01%	606
2023 Q1	$274K	Hold	5,767	–	–	0.01%	539
2022 Q4	$271K	Hold	5,767	–	–	0.01%	516
2022 Q3	$266K	Hold	5,767	–	–	0.01%	478
2022 Q2	$273K	Hold	5,767	–	–	0.01%	446
2022 Q1	$273K	Hold	5,767	–	–	0.01%	516
2021 Q4	$284K	Hold	5,767	–	–	0.01%	495
2021 Q3	$285K	Buy	5,767 +1	+0%	+$50	0.01%	447
2021 Q2	$286K	Hold	5,766	–	–	0.01%	427
2021 Q1	$286K	Hold	5,766	–	–	0.01%	409
2020 Q4	$287K	Hold	5,766	–	–	0.02%	353
2020 Q3	$288K	Hold	5,766	–	–	0.02%	333
2020 Q2	$288K	Hold	5,766	–	–	0.02%	311
2020 Q1	$282K	Sell	5,766 -1,834	-24%	-$89.7K	0.03%	286
2019 Q4	$373K	Buy	7,600 +3,500	+85%	+$172K	0.03%	305
2019 Q3	$201K	Buy	+4,100	New	+$201K	0.02%	392

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Evergreen Capital Management's SHM Position: Q1 2024 in Review

Evergreen Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 5,766 shares — an estimated $276K sold.

Evergreen Capital Management first reported a position in SHM in Q3 2019 and held it in 18 quarters. The position peaked at $428K in Q3 2023. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Evergreen Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Evergreen Capital Management sold 5,766 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $276K.
Evergreen Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 18 quarters.
Evergreen Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $428K in Q3 2023.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Evergreen Capital Management's 13F filing for Q1 2024, filed 15 May 2024.