Peddock Capital Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Peddock Capital Advisors’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 Q3	–	Sell	-11,495	Closed	-$541K	–	145
2023 Q2	$541K	Hold	11,495	–	–	0.18%	93
2023 Q1	$547K	Hold	11,495	–	–	0.19%	94
2022 Q4	$540K	Sell	11,495 -36,010	-76%	-$1.68M	0.21%	91
2022 Q3	$2.19M	Buy	47,505 +11,555	+32%	+$545K	0.9%	25
2022 Q2	$1.7M	Sell	35,950 -5,050	-12%	-$237K	0.66%	42
2022 Q1	$1.94M	Sell	41,000 -1,550	-4%	-$74.7K	0.63%	44
2021 Q4	$2.09M	Sell	42,550 -8,195	-16%	-$404K	0.69%	36
2021 Q3	$2.51M	Sell	50,745 -50	-0.1%	-$2.48K	0.89%	28
2021 Q2	$2.52M	Buy	50,795 +1,000	+2%	+$49.6K	0.88%	27
2021 Q1	$2.47M	Buy	+49,795	New	+$2.47M	0.94%	27

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

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

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

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

Peddock Capital Advisors's SHM Position: Q3 2023 in Review

Peddock Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 11,495 shares — an estimated $541K sold.

Peddock Capital Advisors first reported a position in SHM in Q1 2021 and held it in 10 quarters. The position peaked at $2.52M in Q2 2021. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Peddock Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Peddock Capital Advisors sold 11,495 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $541K.
Peddock Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 10 quarters.
Peddock Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.52M in Q2 2021.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Peddock Capital Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.