Mark Sheptoff Financial Planning’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mark Sheptoff Financial Planning’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	-84	Closed	-$4K	–	402
2022 Q3	$4K	Hold	84	–	–	﹤0.01%	305
2022 Q2	$4K	Hold	84	–	–	﹤0.01%	312
2022 Q1	$4K	Hold	84	–	–	﹤0.01%	354
2021 Q4	$4K	Hold	84	–	–	﹤0.01%	380
2021 Q3	$4K	Hold	84	–	–	﹤0.01%	351
2021 Q2	$4K	Hold	84	–	–	﹤0.01%	374
2021 Q1	$4K	Hold	84	–	–	﹤0.01%	329
2020 Q4	$4K	Hold	84	–	–	﹤0.01%	313
2020 Q3	$4K	Hold	84	–	–	﹤0.01%	281
2020 Q2	$4K	Hold	84	–	–	﹤0.01%	310
2020 Q1	$4K	Buy	+84	New	+$4.11K	﹤0.01%	289

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

Mark Sheptoff Financial Planning's SHM Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 84 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in SHM in Q1 2020 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 84 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $4K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4K in Q3 2022.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.