Hill Island Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Hill Island Financial’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	-38,948	Closed	-$1.8M	–	73
2023 Q3	$1.8M	Buy	38,948 +110	+0.3%	+$5.15K	0.72%	18
2023 Q2	$1.83M	Sell	38,838 -14,330	-27%	-$675K	0.69%	18
2023 Q1	$2.5M	Buy	53,168 +2,669	+5%	+$126K	1.01%	16
2022 Q4	$2.37M	Buy	50,499 +132	+0.3%	+$6.14K	1.03%	17
2022 Q3	$2.32M	Buy	50,367 +496	+1%	+$23.4K	1.08%	15
2022 Q2	$2.36M	Sell	49,871 -4,630	-8%	-$217K	1.05%	15
2022 Q1	$2.58M	Sell	54,501 -11,803	-18%	-$569K	0.95%	16
2021 Q4	$3.26M	Buy	+66,304	New	+$3.27M	1.16%	16

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

Hill Island Financial's SHM Position: Q4 2023 in Review

Hill Island Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 38,948 shares — an estimated $1.8M sold.

Hill Island Financial first reported a position in SHM in Q4 2021 and held it in 8 quarters. The position peaked at $3.26M in Q4 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Hill Island Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Hill Island Financial sold 38,948 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $1.8M.
Hill Island Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
Hill Island Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.26M in Q4 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Hill Island Financial's 13F filing for Q4 2023, filed 18 Jan 2024.