Relaxing Retirement Coach’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Relaxing Retirement Coach’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 Q2	$452K	Buy	9,604 +15	+0.2%	+$706	0.14%	52
2023 Q1	$456K	Sell	9,589 -682	-7%	-$32.2K	0.15%	46
2022 Q4	$483K	Buy	+10,271	New	+$478K	0.18%	47
2022 Q3	–	Sell	-6,801	Closed	-$321K	–	59
2022 Q2	$321K	Sell	6,801 -24,920	-79%	-$1.17M	0.16%	42
2022 Q1	$1.5M	Sell	31,721 -40,407	-56%	-$1.95M	0.77%	26
2021 Q4	$3.55M	Sell	72,128 -87,895	-55%	-$4.33M	2.04%	12
2021 Q3	$7.91M	Buy	160,023 +21,333	+15%	+$1.06M	6.48%	5
2021 Q2	$6.87M	Buy	138,690 +17,230	+14%	+$855K	5.85%	6
2021 Q1	$6.02M	Buy	121,460 +18,158	+18%	+$902K	6.88%	3
2020 Q4	$5.14M	Sell	103,302 -104,736	-50%	-$5.22M	5.62%	4
2020 Q3	$10.4M	Buy	208,038 +116,223	+127%	+$5.8M	4.53%	5
2020 Q2	$4.58M	Buy	+91,815	New	+$4.54M	3.22%	11

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Relaxing Retirement Coach's SHM Position: Q2 2023 in Review

Relaxing Retirement Coach increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.16% in Q2 2023, buying an estimated $706 and bringing the position to 9,604 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #52.

Relaxing Retirement Coach first reported a position in SHM in Q2 2020 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2020. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Relaxing Retirement Coach held 9,604 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $452K as of Q2 2023.
Relaxing Retirement Coach bought 15 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $706.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of Relaxing Retirement Coach's portfolio in Q2 2023, its #52 holding.
Relaxing Retirement Coach first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and has held it in 12 quarters since.
Relaxing Retirement Coach's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $10.4M in Q3 2020.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.