Phillips Financial Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Phillips Financial Management’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 Q4	–	Sell	-754	Closed	-$35K	–	233
2022 Q3	$35K	Buy	+754	New	+$35.6K	﹤0.01%	183
2016 Q1	–	Sell	-9,598	Closed	-$469K	–	62
2015 Q4	$469K	Sell	9,598 -2,125	-18%	-$104K	0.14%	54
2015 Q3	$572K	Buy	11,723 +2,267	+24%	+$110K	0.17%	54
2015 Q2	$460K	Sell	9,456 -159	-2%	-$7.7K	0.13%	57
2015 Q1	$467K	Sell	9,615 -933	-9%	-$45.4K	0.13%	59
2014 Q4	$513K	Sell	10,548 -508	-5%	-$24.8K	0.15%	61
2014 Q3	$540K	Buy	11,056 +79	+0.7%	+$3.85K	0.16%	63
2014 Q2	$534K	Sell	10,977 -4,516	-29%	-$220K	0.16%	59
2014 Q1	$753K	Buy	15,493 +10	+0.1%	+$487	0.24%	56
2013 Q4	$752K	Buy	15,483 +8	+0.1%	+$388	0.25%	52
2013 Q3	$748K	Buy	15,475 +5	+0%	+$241	0.26%	51
2013 Q2	$745K	Buy	+15,470	New	+$751K	0.27%	48

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Phillips Financial Management's SHM Position: Q4 2022 in Review

Phillips Financial Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 754 shares — an estimated $35K sold.

Phillips Financial Management first reported a position in SHM in Q2 2013 and held it in 12 quarters. The position peaked at $753K in Q1 2014. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Phillips Financial Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Phillips Financial Management sold 754 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $35K.
Phillips Financial Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 12 quarters.
Phillips Financial Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $753K in Q1 2014.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Phillips Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.