My Legacy Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

My Legacy Advisors’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 Q4	–	Sell	-6,737	Closed	-$311K	–	212
2023 Q3	$311K	Sell	6,737 -3,927	-37%	-$184K	0.13%	171
2023 Q2	$502K	Buy	10,664 +5,623	+112%	+$265K	0.2%	146
2023 Q1	$240K	Buy	5,041 +650	+15%	+$30.7K	0.1%	194
2022 Q4	$209K	Sell	4,391 -2,336	-35%	-$109K	0.09%	201
2022 Q3	$311K	Buy	+6,727	New	+$317K	0.16%	176

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Legacy Advisors's SHM Position: Q4 2023 in Review

My Legacy Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 6,737 shares — an estimated $311K sold.

My Legacy Advisors first reported a position in SHM in Q3 2022 and held it in 5 quarters. The position peaked at $502K in Q2 2023. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

My Legacy Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
My Legacy Advisors sold 6,737 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $311K.
My Legacy Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 5 quarters.
My Legacy Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $502K in Q2 2023.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.