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Jacobson & Schmitt Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Jacobson & Schmitt Advisors’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
-8,483
Closed -$391K – 65
2022
Q4 		$391K Hold
8,483
– – 0.13% 40
2022
Q3 		$391K Buy
+8,483
New +$400K 0.13% 40

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Jacobson & Schmitt Advisors's SHM Position: Q1 2023 in Review

Jacobson & Schmitt Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 8,483 shares — an estimated $391K sold.

Jacobson & Schmitt Advisors first reported a position in SHM in Q3 2022 and held it in 2 quarters. The position peaked at $391K in Q4 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

  • Jacobson & Schmitt Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 8,483 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $391K.
  • Jacobson & Schmitt Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 2 quarters.
  • Jacobson & Schmitt Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $391K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2023, filed 12 May 2023.