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

Legacy Bridge’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 Q4	–	Sell	-857	Closed	-$39.6K	–	302
2023 Q3	$39.6K	Hold	857	–	–	0.03%	197
2023 Q2	$40.3K	Hold	857	–	–	0.03%	198
2023 Q1	$40.8K	Hold	857	–	–	0.03%	203
2022 Q4	$40.3K	Hold	857	–	–	0.03%	202
2022 Q3	$39K	Hold	857	–	–	0.03%	192
2022 Q2	$41K	Hold	857	–	–	0.03%	199
2022 Q1	$41K	Hold	857	–	–	0.02%	205
2021 Q4	$42K	Hold	857	–	–	0.02%	208
2021 Q3	$42K	Buy	+857	New	+$42.5K	0.02%	199

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

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

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

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

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

UCFA

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

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

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

Legacy Bridge's SHM Position: Q4 2023 in Review

Legacy Bridge sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 857 shares — an estimated $39.6K sold.

Legacy Bridge first reported a position in SHM in Q3 2021 and held it in 9 quarters. The position peaked at $42K in Q4 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Legacy Bridge reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Bridge sold 857 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $39.6K.
Legacy Bridge first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 9 quarters.
Legacy Bridge's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $42K in Q4 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Legacy Bridge's 13F filing for Q4 2023, filed 17 Jan 2024.