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

Ogorek Anthony Joseph’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	-275	Closed	-$12K	–	279
2022 Q4	$12K	Hold	275	–	–	0.01%	149
2022 Q3	$12K	Hold	275	–	–	0.01%	144
2022 Q2	$12K	Hold	275	–	–	0.01%	148
2022 Q1	$13K	Hold	275	–	–	0.01%	158
2021 Q4	$13K	Hold	275	–	–	0.01%	166
2021 Q3	$13K	Hold	275	–	–	0.01%	157
2021 Q2	$13K	Buy	+275	New	+$13.6K	0.01%	148

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

Ogorek Anthony Joseph's SHM Position: Q1 2023 in Review

Ogorek Anthony Joseph sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 275 shares — an estimated $12K sold.

Ogorek Anthony Joseph first reported a position in SHM in Q2 2021 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

Ogorek Anthony Joseph reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Ogorek Anthony Joseph sold 275 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $12K.
Ogorek Anthony Joseph first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 7 quarters.
Ogorek Anthony Joseph's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13K 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 Ogorek Anthony Joseph's 13F filing for Q1 2023, filed 3 May 2023.