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

Money Concepts Capital’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	-2,291	Closed	-$108K	–	2493
2022 Q4	$108K	Buy	2,291 +1,291	+129%	+$60.1K	﹤0.01%	938
2022 Q3	$46K	Sell	1,000 -108	-10%	-$5.09K	﹤0.01%	728
2022 Q2	$52K	Sell	1,108 -2,707	-71%	-$127K	﹤0.01%	694
2022 Q1	$181K	Buy	3,815 +1,291	+51%	+$62.2K	0.01%	778
2021 Q4	$124K	Buy	+2,524	New	+$124K	0.01%	532
2021 Q1	$70K	Sell	1,416 -559	-28%	-$27.8K	0.01%	544
2020 Q4	$98K	Buy	+1,975	New	+$98.3K	0.01%	468

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

Money Concepts Capital's SHM Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 2,291 shares — an estimated $108K sold.

Money Concepts Capital first reported a position in SHM in Q4 2020 and held it in 7 quarters. The position peaked at $181K in Q1 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,291 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $108K.
Money Concepts Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $181K in Q1 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.