Monarch Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Monarch Capital Management’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 Q2	–	Sell	-6,283	Closed	-$299K	–	112
2023 Q1	$299K	Hold	6,283	–	–	0.09%	103
2022 Q4	$295K	Hold	6,283	–	–	0.09%	103
2022 Q3	$290K	Hold	6,283	–	–	0.09%	99
2022 Q2	$297K	Hold	6,283	–	–	0.09%	102
2022 Q1	$297K	Hold	6,283	–	–	0.08%	105
2021 Q4	$309K	Hold	6,283	–	–	0.08%	101
2021 Q3	$310K	Buy	+6,283	New	+$312K	0.09%	102

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

Monarch Capital Management's SHM Position: Q2 2023 in Review

Monarch Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 6,283 shares — an estimated $299K sold.

Monarch Capital Management first reported a position in SHM in Q3 2021 and held it in 7 quarters. The position peaked at $310K in Q3 2021. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Monarch Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Monarch Capital Management sold 6,283 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $299K.
Monarch Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 7 quarters.
Monarch Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $310K in Q3 2021.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Monarch Capital Management's 13F filing for Q2 2023, filed 1 Aug 2023.