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

Greenleaf 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
2024 Q3	–	Sell	-7,277	Closed	-$343K	–	848
2024 Q2	$343K	Buy	+7,277	New	+$343K	﹤0.01%	578
2022 Q2	–	Sell	-5,074	Closed	-$240K	–	776
2022 Q1	$240K	Buy	+5,074	New	+$245K	﹤0.01%	671

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

Greenleaf Trust's SHM Position: Q3 2024 in Review

Greenleaf Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 7,277 shares — an estimated $343K sold.

Greenleaf Trust first reported a position in SHM in Q1 2022 and held it in 2 quarters. The position peaked at $343K in Q2 2024. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Greenleaf Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Greenleaf Trust sold 7,277 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $343K.
Greenleaf Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
Greenleaf Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $343K in Q2 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Greenleaf Trust's 13F filing for Q3 2024, filed 22 Oct 2024.