Patriot Financial Group Insurance Agency’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-4,432	Closed	-$209K	–	1685
2022 Q2	$209K	Buy	4,432 +2,447	+123%	+$115K	0.04%	368
2022 Q1	$94K	Buy	1,985 +665	+50%	+$32.1K	0.02%	604
2021 Q4	$65K	Buy	1,320 +1	+0.1%	+$49	0.01%	778
2021 Q3	$65K	Sell	1,319 -195	-13%	-$9.67K	0.01%	780
2021 Q2	$75K	Buy	1,514 +105	+7%	+$5.21K	0.01%	710
2021 Q1	$70K	Sell	1,409 -585	-29%	-$29.1K	0.02%	661
2020 Q4	$99K	Buy	1,994 +402	+25%	+$20K	0.02%	501
2020 Q3	$79K	Sell	1,592 -59	-4%	-$2.95K	0.03%	448
2020 Q2	$82K	Buy	1,651 +45	+3%	+$2.22K	0.03%	398
2020 Q1	$79K	Buy	+1,606	New	+$78.5K	0.04%	359

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Patriot Financial Group Insurance Agency's SHM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 4,432 shares — an estimated $209K sold.

Patriot Financial Group Insurance Agency first reported a position in SHM in Q1 2020 and held it in 10 quarters. The position peaked at $209K in Q2 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,432 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $209K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $209K in Q2 2022.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.