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

NWAM LLC’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	-5,847	Closed	-$275K	–	542
2022 Q4	$275K	Sell	5,847 -856	-13%	-$39.8K	0.02%	429
2022 Q3	$309K	Buy	+6,703	New	+$316K	0.03%	380
2022 Q2	–	Sell	-4,473	Closed	-$212K	–	551
2022 Q1	$212K	Buy	+4,473	New	+$216K	0.02%	499
2021 Q4	–	Sell	-5,075	Closed	-$251K	–	528
2021 Q3	$251K	Buy	+5,075	New	+$252K	0.02%	429
2021 Q2	–	Sell	-4,905	Closed	-$243K	–	517
2021 Q1	$243K	Buy	+4,905	New	+$244K	0.02%	424

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

NWAM LLC's SHM Position: Q1 2023 in Review

NWAM LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 5,847 shares — an estimated $275K sold.

NWAM LLC first reported a position in SHM in Q1 2021 and held it in 5 quarters. The position peaked at $309K in Q3 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

NWAM LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
NWAM LLC sold 5,847 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $275K.
NWAM LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 5 quarters.
NWAM LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $309K in Q3 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 NWAM LLC's 13F filing for Q1 2023, filed 12 May 2023.