Leelyn Smith’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Leelyn Smith’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	-289	Closed	-$13.6K	–	362
2022 Q4	$13.6K	Buy	+289	New	+$13.5K	﹤0.01%	292
2022 Q3	–	Sell	-97	Closed	-$5K	–	503
2022 Q2	$5K	Sell	97 -6	-6%	-$282	﹤0.01%	333
2022 Q1	$5K	Sell	103 -60	-37%	-$2.89K	﹤0.01%	314
2021 Q4	$8K	Sell	163 -8	-5%	-$394	﹤0.01%	305
2021 Q3	$8K	Sell	171 -7	-4%	-$347	﹤0.01%	299
2021 Q2	$9K	Sell	178 -7	-4%	-$347	﹤0.01%	290
2021 Q1	$9K	Sell	185 -6	-3%	-$298	﹤0.01%	303
2020 Q4	$10K	Sell	191 -8	-4%	-$398	﹤0.01%	275
2020 Q3	$10K	Sell	199 -8	-4%	-$400	﹤0.01%	261
2020 Q2	$10K	Sell	207 -9	-4%	-$445	﹤0.01%	318
2020 Q1	$11K	Buy	+216	New	+$10.6K	0.01%	237

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Leelyn Smith's SHM Position: Q1 2023 in Review

Leelyn Smith sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 289 shares — an estimated $13.6K sold.

Leelyn Smith first reported a position in SHM in Q1 2020 and held it in 11 quarters. The position peaked at $13.6K in Q4 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Leelyn Smith reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 289 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $13.6K.
Leelyn Smith first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
Leelyn Smith's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.6K 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 Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.