Everhart Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Everhart Financial Group’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	-16,526	Closed	-$762K	–	223
2022 Q3	$762K	Buy	+16,526	New	+$780K	0.42%	43
2022 Q2	–	Sell	-12,078	Closed	-$572K	–	193
2022 Q1	$572K	Buy	+12,078	New	+$582K	0.33%	64
2021 Q3	–	Sell	-4,443	Closed	-$220K	–	108
2021 Q2	$220K	Sell	4,443 -68	-2%	-$3.37K	0.15%	89
2021 Q1	$224K	Hold	4,511	–	–	0.2%	72
2020 Q4	$225K	Buy	+4,511	New	+$225K	0.21%	72

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

Everhart Financial Group's SHM Position: Q4 2022 in Review

Everhart Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 16,526 shares — an estimated $762K sold.

Everhart Financial Group first reported a position in SHM in Q4 2020 and held it in 5 quarters. The position peaked at $762K in Q3 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Everhart Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Everhart Financial Group sold 16,526 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $762K.
Everhart Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Everhart Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $762K in Q3 2022.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Everhart Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.