Goelzer Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Goelzer Investment Management’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
2024 Q3	–	Sell	-5,152	Closed	-$243K	–	234
2024 Q2	$243K	Hold	5,152	–	–	0.01%	223
2024 Q1	$244K	Buy	+5,152	New	+$245K	0.01%	229
2015 Q4	–	Sell	-9,405	Closed	-$458K	–	210
2015 Q3	$458K	Hold	9,405	–	–	0.07%	161
2015 Q2	$457K	Buy	+9,405	New	+$456K	0.07%	164

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Goelzer Investment Management's SHM Position: Q3 2024 in Review

Goelzer Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 5,152 shares — an estimated $243K sold.

Goelzer Investment Management first reported a position in SHM in Q2 2015 and held it in 4 quarters. The position peaked at $458K in Q3 2015. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Goelzer Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Goelzer Investment Management sold 5,152 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $243K.
Goelzer Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and held it in 4 quarters.
Goelzer Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $458K in Q3 2015.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Goelzer Investment Management's 13F filing for Q3 2024, filed 4 Oct 2024.