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

Glenview Trust’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	-11,622	Closed	-$547K	–	461
2023 Q2	$547K	Hold	11,622	–	–	0.01%	307
2023 Q1	$553K	Hold	11,622	–	–	0.02%	306
2022 Q4	$546K	Hold	11,622	–	–	0.02%	293
2022 Q3	$536K	Sell	11,622 -135	-1%	-$6.37K	0.02%	268
2022 Q2	$556K	Hold	11,757	–	–	0.02%	264
2022 Q1	$556K	Hold	11,757	–	–	0.02%	282
2021 Q4	$578K	Hold	11,757	–	–	0.02%	267
2021 Q3	$581K	Buy	11,757 +135	+1%	+$6.69K	0.02%	244
2021 Q2	$576K	Hold	11,622	–	–	0.02%	250
2021 Q1	$576K	Hold	11,622	–	–	0.02%	238
2020 Q4	$579K	Hold	11,622	–	–	0.03%	223
2020 Q3	$580K	Hold	11,622	–	–	0.03%	217
2020 Q2	$580K	Sell	11,622 -2,418	-17%	-$119K	0.03%	214
2020 Q1	$687K	Sell	14,040 -150	-1%	-$7.34K	0.05%	194
2019 Q4	$697K	Buy	14,190 +2,368	+20%	+$116K	0.04%	205
2019 Q3	$579K	Buy	+11,822	New	+$580K	0.04%	227
2015 Q4	$295K	Buy	+6,063	New	+$295K	0.03%	209

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

Glenview Trust's SHM Position: Q3 2023 in Review

Glenview Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 11,622 shares — an estimated $547K sold.

Glenview Trust first reported a position in SHM in Q4 2015 and held it in 17 quarters. The position peaked at $697K in Q4 2019. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Glenview Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Glenview Trust sold 11,622 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $547K.
Glenview Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 17 quarters.
Glenview Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $697K in Q4 2019.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Glenview Trust's 13F filing for Q3 2023, filed 13 Nov 2023.