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

Marcum Wealth’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	-8,411	Closed	-$398K	–	416
2022 Q1	$398K	Buy	8,411 +2,833	+51%	+$137K	0.05%	197
2021 Q4	$274K	Buy	5,578 +226	+4%	+$11.1K	0.04%	277
2021 Q3	$264K	Buy	5,352 +1,062	+25%	+$52.7K	0.04%	260
2021 Q2	$213K	Buy	+4,290	New	+$213K	0.03%	273

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

Marcum Wealth's SHM Position: Q2 2022 in Review

Marcum Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 8,411 shares — an estimated $398K sold.

Marcum Wealth first reported a position in SHM in Q2 2021 and held it in 4 quarters. The position peaked at $398K in Q1 2022. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Marcum Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 8,411 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $398K.
Marcum Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 4 quarters.
Marcum Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $398K in Q1 2022.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.