Hoxton Planning & Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Hoxton Planning & 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 Q2	–	Sell	-37,024	Closed	-$1.76M	–	163
2023 Q1	$1.76M	Sell	37,024 -17,768	-32%	-$839K	0.97%	20
2022 Q4	$2.57M	Buy	+54,792	New	+$2.55M	1.37%	13

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Hoxton Planning & Management's SHM Position: Q2 2023 in Review

Hoxton Planning & Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 37,024 shares — an estimated $1.76M sold.

Hoxton Planning & Management first reported a position in SHM in Q4 2022 and held it in 2 quarters. The position peaked at $2.57M in Q4 2022. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Hoxton Planning & Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Hoxton Planning & Management sold 37,024 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $1.76M.
Hoxton Planning & Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
Hoxton Planning & Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.57M in Q4 2022.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Hoxton Planning & Management's 13F filing for Q2 2023, filed 20 Jul 2023.