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

Quadrant Capital 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
2022 Q4	–	Sell	-815	Closed	-$38K	–	2841
2022 Q3	$38K	Hold	815	–	–	0.01%	1195
2022 Q2	$39K	Sell	815 -316	-28%	-$14.8K	0.01%	988
2022 Q1	$54K	Hold	1,131	–	–	0.01%	890
2021 Q4	$56K	Hold	1,131	–	–	0.01%	886
2021 Q3	$56K	Hold	1,131	–	–	0.01%	824
2021 Q2	$56K	Hold	1,131	–	–	0.01%	804
2021 Q1	$56K	Hold	1,131	–	–	0.01%	774
2020 Q4	$56K	Hold	1,131	–	–	0.01%	712
2020 Q3	$56K	Hold	1,131	–	–	0.01%	623
2020 Q2	$56K	Hold	1,131	–	–	0.01%	678
2020 Q1	$55K	Hold	1,131	–	–	0.01%	842
2019 Q4	$55K	Buy	+1,131	New	+$55.5K	0.01%	1290

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

Quadrant Capital Group's SHM Position: Q4 2022 in Review

Quadrant Capital Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 815 shares — an estimated $38K sold.

Quadrant Capital Group first reported a position in SHM in Q4 2019 and held it in 12 quarters. The position peaked at $56K in Q4 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Quadrant Capital Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Quadrant Capital Group sold 815 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $38K.
Quadrant Capital Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
Quadrant Capital Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $56K in Q4 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Quadrant Capital Group's 13F filing for Q4 2022, filed 13 Feb 2023.