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

One Advisory Partners’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 Q1	–	Sell	-5,122	Closed	-$245K	–	46
2023 Q4	$245K	Sell	5,122 -17,858	-78%	-$838K	0.13%	40
2023 Q3	$1.06M	Sell	22,980 -1,185	-5%	-$55.5K	0.62%	23
2023 Q2	$1.14M	Buy	24,165 +7,436	+44%	+$350K	0.64%	19
2023 Q1	$795K	Sell	16,729 -517	-3%	-$24.4K	0.47%	23
2022 Q4	$810K	Sell	17,246 -10,458	-38%	-$487K	0.52%	27
2022 Q3	$1.28M	Buy	+27,704	New	+$1.31M	0.88%	22
2022 Q2	–	Sell	-6,095	Closed	-$288K	–	48
2022 Q1	$288K	Buy	+6,095	New	+$294K	0.17%	32
2021 Q4	–	Sell	-30,560	Closed	-$1.51M	–	32
2021 Q3	$1.51M	Buy	30,560 +17,373	+132%	+$861K	0.94%	18
2021 Q2	$654K	Sell	13,187 -1,147	-8%	-$56.9K	0.4%	22
2021 Q1	$710K	Buy	+14,334	New	+$712K	0.47%	21

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

One Advisory Partners's SHM Position: Q1 2024 in Review

One Advisory Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 5,122 shares — an estimated $245K sold.

One Advisory Partners first reported a position in SHM in Q1 2021 and held it in 10 quarters. The position peaked at $1.51M in Q3 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

One Advisory Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
One Advisory Partners sold 5,122 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $245K.
One Advisory Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 10 quarters.
One Advisory Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.51M in Q3 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on One Advisory Partners's 13F filing for Q1 2024, filed 11 Apr 2024.