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

Focus Financial Network’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 Q4	–	Sell	-16,762	Closed	-$775K	–	746
2023 Q3	$775K	Sell	16,762 -691	-4%	-$32.4K	0.04%	277
2023 Q2	$821K	Sell	17,453 -1,523	-8%	-$71.7K	0.05%	268
2023 Q1	$902K	Sell	18,976 -2,303	-11%	-$109K	0.06%	247
2022 Q4	$1,000K	Buy	21,279 +10,382	+95%	+$483K	0.08%	186
2022 Q3	$502K	Buy	+10,897	New	+$514K	0.04%	280
2022 Q1	–	Sell	-5,044	Closed	-$248K	–	599
2021 Q4	$248K	Sell	5,044 -25	-0.5%	-$1.23K	0.04%	313
2021 Q3	$250K	Buy	5,069 +155	+3%	+$7.68K	0.03%	365
2021 Q2	$244K	Sell	4,914 -3,669	-43%	-$182K	0.03%	366
2021 Q1	$425K	Buy	+8,583	New	+$426K	0.05%	285
2019 Q4	–	Sell	-8,585	Closed	-$421K	–	416
2019 Q3	$421K	Buy	8,585 +42	+0.5%	+$2.06K	0.06%	251
2019 Q2	$418K	Buy	8,543 +2,454	+40%	+$119K	0.06%	240
2019 Q1	$295K	Buy	+6,089	New	+$294K	0.05%	285

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Financial Network's SHM Position: Q4 2023 in Review

Focus Financial Network sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 16,762 shares — an estimated $775K sold.

Focus Financial Network first reported a position in SHM in Q1 2019 and held it in 12 quarters. The position peaked at $1,000K in Q4 2022. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Focus Financial Network reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Focus Financial Network sold 16,762 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $775K.
Focus Financial Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 12 quarters.
Focus Financial Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1,000K in Q4 2022.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Focus Financial Network's 13F filing for Q4 2023, filed 12 Feb 2024.