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

Howard Wealth 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
2023 Q1	–	Sell	-4,550	Closed	-$214K	–	117
2022 Q4	$214K	Sell	4,550 -2,769	-38%	-$129K	0.18%	106
2022 Q3	$337K	Buy	+7,319	New	+$345K	0.24%	79
2022 Q2	–	Sell	-14,340	Closed	-$678K	–	114
2022 Q1	$678K	Sell	14,340 -60	-0.4%	-$2.89K	0.37%	60
2021 Q4	$708K	Sell	14,400 -2,090	-13%	-$103K	0.37%	62
2021 Q3	$814K	Sell	16,490 -993	-6%	-$49.2K	0.46%	59
2021 Q2	$866K	Buy	17,483 +727	+4%	+$36.1K	0.48%	57
2021 Q1	$830K	Buy	16,756 +507	+3%	+$25.2K	0.49%	58
2020 Q4	$809K	Buy	16,249 +1,616	+11%	+$80.5K	0.5%	52
2020 Q3	$729K	Buy	14,633 +2,185	+18%	+$109K	0.52%	48
2020 Q2	$620K	Buy	12,448 +1,988	+19%	+$98.2K	0.51%	52
2020 Q1	$511K	Buy	10,460 +6,660	+175%	+$326K	0.54%	46
2019 Q4	$186K	Buy	+3,800	New	+$186K	0.16%	102

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

Howard Wealth Management's SHM Position: Q1 2023 in Review

Howard Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 4,550 shares — an estimated $214K sold.

Howard Wealth Management first reported a position in SHM in Q4 2019 and held it in 12 quarters. The position peaked at $866K in Q2 2021. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Howard Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Howard Wealth Management sold 4,550 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $214K.
Howard Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Howard Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $866K in Q2 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 Howard Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.