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

Fiduciary 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
2023
Q1 		– Sell
-4,900
Closed -$230K – 239
2022
Q4 		$230K Sell
4,900
-1,550
-24% -$72.2K 0.03% 211
2022
Q3 		$299K Sell
6,450
-215
-3% -$10.1K 0.04% 194
2022
Q2 		$318K Hold
6,665
– – 0.04% 189
2022
Q1 		$311K Sell
6,665
-5,725
-46% -$276K 0.04% 183
2021
Q4 		$609K Hold
12,390
– – 0.07% 146
2021
Q3 		$610K Hold
12,390
– – 0.07% 145
2021
Q2 		$616K Hold
12,390
– – 0.07% 142
2021
Q1 		$615K Sell
12,390
-161
-1% -$8K 0.07% 141
2020
Q4 		$626K Hold
12,551
– – 0.08% 133
2020
Q3 		$626K Hold
12,551
– – 0.09% 125
2020
Q2 		$626K Hold
12,551
– – 0.1% 119
2020
Q1 		$614K Hold
12,551
– – 0.12% 106
2019
Q4 		$616K Hold
12,551
– – 0.1% 122
2019
Q3 		$615K Sell
12,551
-3,847
-23% -$189K 0.11% 115
2019
Q2 		$802K Sell
16,398
-400
-2% -$19.4K 0.14% 100
2019
Q1 		$814K Hold
16,798
– – 0.15% 97
2018
Q4 		$807K Sell
16,798
-210
-1% -$10K 0.17% 92
2018
Q3 		$811K Buy
17,008
+251
+1% +$12K 0.16% 95
2018
Q2 		$804K Hold
16,757
– – 0.17% 91
2018
Q1 		$801K Hold
16,757
– – 0.17% 96
2017
Q4 		$803K Sell
16,757
-13,714
-45% -$662K 0.17% 97
2017
Q3 		$1.48M Sell
30,471
-559
-2% -$27.3K 0.33% 74
2017
Q2 		$1.5M Sell
31,030
-2,100
-6% -$102K 0.35% 77
2017
Q1 		$1.6M Sell
33,130
-6,970
-17% -$336K 0.38% 71
2016
Q4 		$1.92M Buy
40,100
+23,000
+135% +$1.11M 0.5% 64
2016
Q3 		$835K Buy
+17,100
New +$839K 0.23% 89

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fiduciary Group's SHM Position: Q1 2023 in Review

Fiduciary Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 4,900 shares — an estimated $230K sold.

Fiduciary Group first reported a position in SHM in Q3 2016 and held it in 26 quarters. The position peaked at $1.92M in Q4 2016. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Fiduciary Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Group sold 4,900 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $230K.
  • Fiduciary Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and held it in 26 quarters.
  • Fiduciary Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.92M in Q4 2016.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Fiduciary Group's 13F filing for Q1 2023, filed 15 May 2023.