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

Laidlaw 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
2022 Q2	–	Sell	-4,255	Closed	-$201K	–	405
2022 Q1	$201K	Buy	+4,255	New	+$205K	0.03%	375
2021 Q4	–	Sell	-7,173	Closed	-$354K	–	416
2021 Q3	$354K	Sell	7,173 -64	-0.9%	-$3.17K	0.09%	175
2021 Q2	$359K	Buy	7,237 +1,271	+21%	+$63K	0.09%	179
2021 Q1	$296K	Sell	5,966 -6,714	-53%	-$334K	0.1%	169
2020 Q4	$631K	Buy	12,680 +3,280	+35%	+$163K	0.13%	163
2020 Q3	$469K	Hold	9,400	–	–	0.21%	112
2020 Q2	$469K	Buy	9,400 +965	+11%	+$47.7K	0.24%	102
2020 Q1	$412K	Buy	8,435 +2,842	+51%	+$139K	0.27%	98
2019 Q4	$275K	Buy	+5,593	New	+$274K	0.17%	132

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laidlaw Wealth Management's SHM Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 4,255 shares — an estimated $201K sold.

Laidlaw Wealth Management first reported a position in SHM in Q4 2019 and held it in 9 quarters. The position peaked at $631K in Q4 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Laidlaw Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,255 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $201K.
Laidlaw Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 9 quarters.
Laidlaw Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $631K in Q4 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.