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Plante Moran Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-710
Closed -$34K – 1048
2022
Q2 		$34K Buy
+710
New +$33.3K 0.01% 370

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UCFA
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Plante Moran Financial Advisors's SHM Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 710 shares — an estimated $34K sold.

Plante Moran Financial Advisors first reported a position in SHM in Q2 2022 and held it in 1 quarter. The position peaked at $34K in Q2 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 710 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $34K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $34K 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 Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.