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

FourThought Financial’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	$23K	Buy	510 +1	+0.2%	+$47	﹤0.01%	833
2022 Q2	$24K	Buy	509 +1	+0.2%	+$47	﹤0.01%	824
2022 Q1	$24K	Hold	508	–	–	﹤0.01%	857
2021 Q4	$25K	Buy	508 +2	+0.4%	+$99	﹤0.01%	876
2021 Q3	$24K	Buy	506 +1	+0.2%	+$50	﹤0.01%	912
2021 Q2	$25K	Buy	505 +1	+0.2%	+$50	﹤0.01%	899
2021 Q1	$24K	Buy	504 +1	+0.2%	+$50	﹤0.01%	864
2020 Q4	$25K	Buy	+503	New	+$25K	﹤0.01%	827

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FourThought Financial's SHM Position: Q3 2022 in Review

FourThought Financial increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.2% in Q3 2022, buying an estimated $47 and bringing the position to 510 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

FourThought Financial first reported a position in SHM in Q4 2020 and has held it in 8 quarters since. The position peaked at $25K in Q4 2021. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

FourThought Financial held 510 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $23K as of Q3 2022.
FourThought Financial bought 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q3 2022, an estimated $47.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #833 holding.
FourThought Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25K in Q4 2021.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.