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

MYeCFO’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
2024 Q2	–	Sell	-4,800	Closed	-$228K	–	57
2024 Q1	$228K	Buy	4,800 +500	+12%	+$23.8K	0.13%	52
2023 Q4	$205K	Buy	+4,300	New	+$202K	0.13%	51
2023 Q3	–	Sell	-4,300	Closed	-$202K	–	50
2023 Q2	$202K	Hold	4,300	–	–	0.15%	45
2023 Q1	$204K	Hold	4,300	–	–	0.15%	44
2022 Q4	$202K	Buy	+4,300	New	+$200K	0.17%	43

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MYeCFO's SHM Position: Q2 2024 in Review

MYeCFO sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 4,800 shares — an estimated $228K sold.

MYeCFO first reported a position in SHM in Q4 2022 and held it in 5 quarters. The position peaked at $228K in Q1 2024. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

MYeCFO reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
MYeCFO sold 4,800 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $228K.
MYeCFO first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
MYeCFO's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $228K in Q1 2024.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on MYeCFO's 13F filing for Q2 2024, filed 9 Jul 2024.