Prestige Wealth Management Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Prestige Wealth Management Group’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	-100	Closed	-$4.71K	–	1081
2023 Q2	$4.71K	Hold	100	–	–	﹤0.01%	606
2023 Q1	$4.75K	Hold	100	–	–	﹤0.01%	585
2022 Q4	$4.7K	Sell	100 -513	-84%	-$23.9K	﹤0.01%	627
2022 Q3	$28K	Hold	613	–	–	0.01%	277
2022 Q2	$29K	Hold	613	–	–	0.01%	284
2022 Q1	$29K	Hold	613	–	–	0.01%	293
2021 Q4	$30K	Hold	613	–	–	0.01%	315
2021 Q3	$30K	Hold	613	–	–	0.01%	310
2021 Q2	$30K	Hold	613	–	–	0.01%	299
2021 Q1	$30K	Hold	613	–	–	0.01%	303
2020 Q4	$31K	Hold	613	–	–	0.01%	297
2020 Q3	$31K	Hold	613	–	–	0.01%	303
2020 Q2	$31K	Hold	613	–	–	0.01%	278
2020 Q1	$30K	Sell	613 -146,296	-100%	-$7.15M	0.01%	230
2019 Q4	$7.21M	Sell	146,909 -2,359	-2%	-$116K	3.95%	4
2019 Q3	$7.31M	Buy	149,268 +2,447	+2%	+$120K	4.28%	4
2019 Q2	$7.18M	Buy	146,821 +1,506	+1%	+$73.2K	4.34%	4
2019 Q1	$7.04M	Buy	145,315 +11,017	+8%	+$532K	4.33%	4
2018 Q4	$6.45M	Buy	+134,298	New	+$6.41M	4.75%	5

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

Prestige Wealth Management Group's SHM Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 100 shares — an estimated $4.71K sold.

Prestige Wealth Management Group first reported a position in SHM in Q4 2018 and held it in 19 quarters. The position peaked at $7.31M in Q3 2019. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Prestige Wealth Management Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 100 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $4.71K.
Prestige Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 19 quarters.
Prestige Wealth Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.31M in Q3 2019.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.