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

Lumature Wealth Partners’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	-7,216	Closed	-$333K	–	401
2022 Q3	$333K	Sell	7,216 -4,394	-38%	-$207K	0.18%	95
2022 Q2	$549K	Sell	11,610 -4,652	-29%	-$218K	0.24%	69
2022 Q1	$770K	Sell	16,262 -6,393	-28%	-$308K	0.31%	70
2021 Q4	$1.11M	Sell	22,655 -9,679	-30%	-$477K	0.43%	52
2021 Q3	$1.6M	Sell	32,334 -29,338	-48%	-$1.45M	0.65%	28
2021 Q2	$3.06M	Buy	61,672 +2,571	+4%	+$128K	1.26%	13
2021 Q1	$2.93M	Buy	59,101 +56,887	+2,569%	+$2.83M	1.54%	12
2020 Q4	$110K	Buy	+2,214	New	+$110K	0.1%	131

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Lumature Wealth Partners's SHM Position: Q4 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 7,216 shares — an estimated $333K sold.

Lumature Wealth Partners first reported a position in SHM in Q4 2020 and held it in 8 quarters. The position peaked at $3.06M in Q2 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Lumature Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Lumature Wealth Partners sold 7,216 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $333K.
Lumature Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 8 quarters.
Lumature Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.06M in Q2 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 Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.