Lowe Brockenbrough & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lowe Brockenbrough & Co’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 Q4	–	Sell	-10,000	Closed	-$461K	–	266
2022 Q3	$461K	Hold	10,000	–	–	0.04%	206
2022 Q2	$473K	Sell	10,000 -2,000	-17%	-$93.9K	0.04%	209
2022 Q1	$568K	Buy	+12,000	New	+$578K	0.04%	208
2021 Q4	–	Sell	-12,000	Closed	-$593K	–	272
2021 Q3	$593K	Buy	+12,000	New	+$595K	0.05%	201

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Lowe Brockenbrough & Co's SHM Position: Q4 2022 in Review

Lowe Brockenbrough & Co sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 10,000 shares — an estimated $461K sold.

Lowe Brockenbrough & Co first reported a position in SHM in Q3 2021 and held it in 4 quarters. The position peaked at $593K in Q3 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Lowe Brockenbrough & Co reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Lowe Brockenbrough & Co sold 10,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $461K.
Lowe Brockenbrough & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 4 quarters.
Lowe Brockenbrough & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $593K in Q3 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2022, filed 14 Feb 2023.