First Interstate Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Interstate Bank’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 Q3	–	Sell	-5,800	Closed	-$273K	–	172
2023 Q2	$273K	Hold	5,800	–	–	0.02%	143
2023 Q1	$276K	Sell	5,800 -12,050	-68%	-$569K	0.02%	152
2022 Q4	$839K	Sell	17,850 -32,080	-64%	-$1.49M	0.06%	96
2022 Q3	$2.3M	Sell	49,930 -6,410	-11%	-$302K	0.19%	60
2022 Q2	$2.66M	Buy	+56,340	New	+$2.65M	0.2%	63

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

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

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

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

First Interstate Bank's SHM Position: Q3 2023 in Review

First Interstate Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 5,800 shares — an estimated $273K sold.

First Interstate Bank first reported a position in SHM in Q2 2022 and held it in 5 quarters. The position peaked at $2.66M in Q2 2022. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

First Interstate Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
First Interstate Bank sold 5,800 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $273K.
First Interstate Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
First Interstate Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.66M in Q2 2022.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on First Interstate Bank's 13F filing for Q3 2023, filed 31 Oct 2023.