Joseph P. Lucia & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-300	Closed	-$14K	–	386
2022 Q2	$14K	Hold	300	–	–	0.01%	291
2022 Q1	$14K	Buy	+300	New	+$14.5K	0.01%	299
2021 Q4	–	Sell	-300	Closed	-$15K	–	473
2021 Q3	$15K	Hold	300	–	–	0.01%	343
2021 Q2	$15K	Hold	300	–	–	0.01%	348
2021 Q1	$15K	Buy	+300	New	+$14.9K	0.01%	321

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Joseph P. Lucia & Associates's SHM Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 300 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in SHM in Q1 2021 and held it in 5 quarters. The position peaked at $15K in Q3 2021. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 300 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $14K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 5 quarters.
Joseph P. Lucia & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15K in Q3 2021.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.