McBroom & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

McBroom & Associates’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 Q1	–	Sell	-6,830	Closed	-$321K	–	37
2022 Q4	$321K	Buy	6,830 +2,200	+48%	+$102K	0.35%	32
2022 Q3	$213K	Hold	4,630	–	–	0.24%	35
2022 Q2	$219K	Sell	4,630 -80	-2%	-$3.76K	0.24%	28
2022 Q1	$223K	Sell	4,710 -60	-1%	-$2.89K	0.2%	27
2021 Q4	$235K	Buy	+4,770	New	+$235K	0.18%	29

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

McBroom & Associates's SHM Position: Q1 2023 in Review

McBroom & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 6,830 shares — an estimated $321K sold.

McBroom & Associates first reported a position in SHM in Q4 2021 and held it in 5 quarters. The position peaked at $321K in Q4 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

McBroom & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
McBroom & Associates sold 6,830 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $321K.
McBroom & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 5 quarters.
McBroom & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $321K in Q4 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on McBroom & Associates's 13F filing for Q1 2023, filed 21 Apr 2023.