Newbridge Financial Services Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Newbridge Financial Services Group’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 Q3	–	Sell	-67	Closed	-$3.15K	–	1388
2023 Q2	$3.15K	Hold	67	–	–	﹤0.01%	1081
2023 Q1	$3.19K	Hold	67	–	–	﹤0.01%	1138
2022 Q4	$3.15K	Hold	67	–	–	﹤0.01%	1146
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	1150
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	1132
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	1237
2021 Q4	$3K	Hold	67	–	–	﹤0.01%	1182
2021 Q3	$3K	Buy	+67	New	+$3.32K	﹤0.01%	1136

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newbridge Financial Services Group's SHM Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 67 shares — an estimated $3.15K sold.

Newbridge Financial Services Group first reported a position in SHM in Q3 2021 and held it in 8 quarters. The position peaked at $3.19K in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Newbridge Financial Services Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 67 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $3.15K.
Newbridge Financial Services Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 8 quarters.
Newbridge Financial Services Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.19K in Q1 2023.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.