P.J. Schmidt Investment Management (PJS)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2022 Q2	–	Sell	-7,328	Closed	-$342K	–	183
2022 Q1	$342K	Sell	7,328 -5,972	-45%	-$288K	0.08%	136
2021 Q4	$641K	Buy	13,300 +450	+4%	+$22.2K	0.13%	107
2021 Q3	$633K	Hold	12,850	–	–	0.12%	107
2021 Q2	$638K	Buy	12,850 +242	+2%	+$12K	0.13%	108
2021 Q1	$625K	Sell	12,608 -8,821	-41%	-$438K	0.13%	107
2020 Q4	$1.07M	Hold	21,429	–	–	0.24%	76
2020 Q3	$1.07M	Buy	+21,429	New	+$1.07M	0.26%	70

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS)'s SHM Position: Q2 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 7,328 shares — an estimated $342K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in SHM in Q3 2020 and held it in 7 quarters. The position peaked at $1.07M in Q4 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

P.J. Schmidt Investment Management (PJS) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 7,328 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $342K.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 7 quarters.
P.J. Schmidt Investment Management (PJS)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.07M in Q4 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2022, filed 24 Aug 2022.