High Falls Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

High Falls Advisors’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 Q4	–	Sell	-6,579	Closed	-$304K	–	115
2023 Q3	$304K	Sell	6,579 -2,195	-25%	-$103K	0.09%	74
2023 Q2	$413K	Buy	+8,774	New	+$413K	0.12%	64
2021 Q4	–	Sell	-6,429	Closed	-$318K	–	137
2021 Q3	$318K	Buy	+6,429	New	+$319K	0.09%	97

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

High Falls Advisors's SHM Position: Q4 2023 in Review

High Falls Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 6,579 shares — an estimated $304K sold.

High Falls Advisors first reported a position in SHM in Q3 2021 and held it in 3 quarters. The position peaked at $413K in Q2 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

High Falls Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
High Falls Advisors sold 6,579 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $304K.
High Falls Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 3 quarters.
High Falls Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $413K in Q2 2023.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on High Falls Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.