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

High Net Worth 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
2023 Q1	–	Sell	-3,194	Closed	-$150K	–	508
2022 Q4	$150K	Hold	3,194	–	–	0.06%	207
2022 Q3	$147K	Hold	3,194	–	–	0.06%	207
2022 Q2	$151K	Hold	3,194	–	–	0.06%	206
2022 Q1	$151K	Hold	3,194	–	–	0.05%	211
2021 Q4	$157K	Buy	+3,194	New	+$157K	0.05%	209

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

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

UCFA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

High Net Worth Advisory Group's SHM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 3,194 shares — an estimated $150K sold.

High Net Worth Advisory Group first reported a position in SHM in Q4 2021 and held it in 5 quarters. The position peaked at $157K in Q4 2021. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 3,194 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $150K.
High Net Worth Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $157K in Q4 2021.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.