Goodman Advisory Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Goodman Advisory Group’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 Q1	–	Sell	-24	Closed	-$1.15K	–	178
2023 Q4	$1.15K	Hold	24	–	–	﹤0.01%	144
2023 Q3	$1.11K	Hold	24	–	–	﹤0.01%	146
2023 Q2	$1.13K	Sell	24 -3,700	-99%	-$174K	﹤0.01%	144
2023 Q1	$177K	Sell	3,724 -226	-6%	-$10.7K	0.1%	50
2022 Q4	$186K	Sell	3,950 -18,829	-83%	-$877K	0.11%	47
2022 Q3	$1.05M	Buy	22,779 +435	+2%	+$20.5K	0.57%	24
2022 Q2	$1.06M	Buy	+22,344	New	+$1.05M	0.47%	26
2022 Q1	–	Sell	-4,132	Closed	-$203K	–	68
2021 Q4	$203K	Buy	+4,132	New	+$204K	0.07%	60

Other funds holding SHM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goodman Advisory Group's SHM Position: Q1 2024 in Review

Goodman Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 24 shares — an estimated $1.15K sold.

Goodman Advisory Group first reported a position in SHM in Q4 2021 and held it in 8 quarters. The position peaked at $1.06M in Q2 2022. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Goodman Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Goodman Advisory Group sold 24 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $1.15K.
Goodman Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
Goodman Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.06M in Q2 2022.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Goodman Advisory Group's 13F filing for Q1 2024, filed 15 May 2024.