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

Ropes Wealth 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	-4,538	Closed	-$214K	–	274
2022 Q2	$214K	Hold	4,538	–	–	0.04%	253
2022 Q1	$215K	Hold	4,538	–	–	0.04%	271
2021 Q4	$223K	Hold	4,538	–	–	0.04%	256
2021 Q3	$224K	Hold	4,538	–	–	0.04%	259
2021 Q2	$225K	Hold	4,538	–	–	0.04%	248
2021 Q1	$225K	Hold	4,538	–	–	0.04%	229
2020 Q4	$226K	Buy	+4,538	New	+$226K	0.04%	218
2020 Q3	–	Sell	-109	Closed	-$5K	–	665
2020 Q2	$5K	Buy	+109	New	+$5.38K	﹤0.01%	492
2017 Q1	–	Sell	-1,326	Closed	-$64K	–	555
2016 Q4	$64K	Buy	+1,326	New	+$64K	0.02%	292

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ropes Wealth Advisors's SHM Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 4,538 shares — an estimated $214K sold.

Ropes Wealth Advisors first reported a position in SHM in Q4 2016 and held it in 9 quarters. The position peaked at $226K in Q4 2020. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Ropes Wealth 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.
Ropes Wealth Advisors sold 4,538 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $214K.
Ropes Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 9 quarters.
Ropes Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q4 2020.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.