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

Family 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
2022 Q3	–	Sell	-149	Closed	-$7K	–	183
2022 Q2	$7K	Buy	+149	New	+$7K	﹤0.01%	171
2020 Q3	–	Sell	-3,125	Closed	-$156K	–	159
2020 Q2	$156K	Hold	3,125	–	–	0.06%	142
2020 Q1	$153K	Sell	3,125 -1,250	-29%	-$61.1K	0.08%	132
2019 Q4	$215K	Sell	4,375 -1,356	-24%	-$66.5K	0.07%	140
2019 Q3	$281K	Hold	5,731	–	–	0.1%	109
2019 Q2	$280K	Buy	+5,731	New	+$279K	0.11%	105
2019 Q1	–	Sell	-21,456	Closed	-$1.03M	–	144
2018 Q4	$1.03M	Buy	+21,456	New	+$1.02M	0.43%	58

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Family Management's SHM Position: Q3 2022 in Review

Family Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 149 shares — an estimated $7K sold.

Family Management first reported a position in SHM in Q4 2018 and held it in 7 quarters. The position peaked at $1.03M in Q4 2018. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Family Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Family Management sold 149 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $7K.
Family Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 7 quarters.
Family Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.03M in Q4 2018.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Family Management's 13F filing for Q3 2022, filed 14 Nov 2022.