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

Greenwich 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
2022 Q3	–	Sell	-6,235	Closed	-$295K	–	58
2022 Q2	$295K	Sell	6,235 -65	-1%	-$3.05K	0.21%	44
2022 Q1	$298K	Sell	6,300 -541	-8%	-$26.1K	0.18%	50
2021 Q4	$336K	Buy	+6,841	New	+$337K	0.23%	53
2020 Q2	–	Sell	-4,300	Closed	-$210K	–	61
2020 Q1	$210K	Sell	4,300 -4,500	-51%	-$220K	0.26%	47
2019 Q4	$432K	Sell	8,800 -14,525	-62%	-$712K	0.42%	39
2019 Q3	$1.14M	Sell	23,325 -26,650	-53%	-$1.31M	1.21%	25
2019 Q2	$2.44M	Sell	49,975 -13,175	-21%	-$640K	2.39%	13
2019 Q1	$3.06M	Sell	63,150 -6,605	-9%	-$319K	3.29%	12
2018 Q4	$3.35M	Sell	69,755 -34,495	-33%	-$1.65M	4.12%	10
2018 Q3	$4.97M	Sell	104,250 -13,550	-12%	-$650K	5.29%	3
2018 Q2	$5.65M	Buy	117,800 +14,475	+14%	+$691K	5.83%	1
2018 Q1	$4.94M	Buy	103,325 +95,800	+1,273%	+$4.59M	5.87%	1
2017 Q4	$360K	Sell	7,525 -1,475	-16%	-$71.2K	0.52%	32
2017 Q3	$437K	Sell	9,000 -2,500	-22%	-$122K	0.56%	30
2017 Q2	$557K	Buy	+11,500	New	+$559K	0.65%	31

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

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

Greenwich Investment Management's SHM Position: Q3 2022 in Review

Greenwich Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 6,235 shares — an estimated $295K sold.

Greenwich Investment Management first reported a position in SHM in Q2 2017 and held it in 15 quarters. The position peaked at $5.65M in Q2 2018. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Greenwich Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Greenwich Investment Management sold 6,235 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $295K.
Greenwich Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and held it in 15 quarters.
Greenwich Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.65M in Q2 2018.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Greenwich Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.