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

Jacobi Capital 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
2021 Q4	–	Sell	-130	Closed	-$6K	–	1160
2021 Q3	$6K	Buy	+130	New	+$6.45K	﹤0.01%	1172
2018 Q2	–	Sell	-250	Closed	-$12K	–	1046
2018 Q1	$12K	Hold	250	–	–	﹤0.01%	661
2017 Q4	$12K	Hold	250	–	–	﹤0.01%	638
2017 Q3	$12K	Hold	250	–	–	﹤0.01%	607
2017 Q2	$12K	Hold	250	–	–	﹤0.01%	540
2017 Q1	$12K	Hold	250	–	–	0.01%	442
2016 Q4	$12K	Hold	250	–	–	0.01%	407
2016 Q3	$12K	Hold	250	–	–	0.01%	450
2016 Q2	$12K	Buy	+250	New	+$12.2K	0.01%	431

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jacobi Capital Management's SHM Position: Q4 2021 in Review

Jacobi Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2021, closing a stake of 130 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in SHM in Q2 2016 and held it in 9 quarters. The position peaked at $12K in Q1 2018. 468 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

Jacobi Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 130 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2021, an estimated $6K.
Jacobi Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and held it in 9 quarters.
Jacobi Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12K in Q1 2018.
468 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.