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

Evermay Wealth 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	-6,482	Closed	-$310K	–	712
2023 Q4	$310K	Hold	6,482	–	–	0.06%	143
2023 Q3	$300K	Hold	6,482	–	–	0.06%	126
2023 Q2	$305K	Hold	6,482	–	–	0.06%	133
2023 Q1	$308K	Sell	6,482 -5,310	-45%	-$251K	0.06%	131
2022 Q4	$554K	Sell	11,792 -10,173	-46%	-$474K	0.11%	88
2022 Q3	$1.01M	Sell	21,965 -62	-0.3%	-$2.92K	0.2%	55
2022 Q2	$1.04M	Sell	22,027 -43,266	-66%	-$2.03M	0.2%	55
2022 Q1	$3.09M	Buy	65,293 +64,785	+12,753%	+$3.12M	0.52%	22
2021 Q4	$25K	Buy	+508	New	+$25K	﹤0.01%	340

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

Evermay Wealth Management's SHM Position: Q1 2024 in Review

Evermay Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 6,482 shares — an estimated $310K sold.

Evermay Wealth Management first reported a position in SHM in Q4 2021 and held it in 9 quarters. The position peaked at $3.09M in Q1 2022. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Evermay Wealth 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.
Evermay Wealth Management sold 6,482 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $310K.
Evermay Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 9 quarters.
Evermay Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.09M in Q1 2022.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.