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Ridgecrest Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ridgecrest Wealth Partners’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
Q1 		– Sell
-11,000
Closed -$541K – 117
2021
Q4 		$541K Buy
+11,000
New +$542K 0.26% 71

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Ridgecrest Wealth Partners's SHM Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 11,000 shares — an estimated $541K sold.

Ridgecrest Wealth Partners first reported a position in SHM in Q4 2021 and held it in 1 quarter. The position peaked at $541K in Q4 2021. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

  • Ridgecrest Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 11,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $541K.
  • Ridgecrest Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Ridgecrest Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $541K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.