Sadoff Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sadoff Investment Management’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	$1.66M	Sell	35,925 -500	-1%	-$23.6K	0.13%	46
2022 Q2	$1.72M	Sell	36,425 -1,500	-4%	-$70.4K	0.13%	46
2022 Q1	$1.79M	Hold	37,925	–	–	0.11%	47
2021 Q4	$1.86M	Sell	37,925 -800	-2%	-$39.4K	0.11%	45
2021 Q3	$1.91M	Hold	38,725	–	–	0.13%	42
2021 Q2	$1.92M	Hold	38,725	–	–	0.13%	42
2021 Q1	$1.92M	Hold	38,725	–	–	0.13%	43
2020 Q4	$1.93M	Hold	38,725	–	–	0.15%	42
2020 Q3	$1.93M	Hold	38,725	–	–	0.17%	41
2020 Q2	$1.93M	Hold	38,725	–	–	0.17%	41
2020 Q1	$1.89M	Hold	38,725	–	–	0.21%	39
2019 Q4	$1.9M	Hold	38,725	–	–	0.15%	42
2019 Q3	$1.9M	Hold	38,725	–	–	0.16%	41
2019 Q2	$1.9M	Hold	38,725	–	–	0.16%	41
2019 Q1	$1.88M	Sell	38,725 -500	-1%	-$24.1K	0.16%	41
2018 Q4	$1.89M	Hold	39,225	–	–	0.18%	41
2018 Q3	$1.87M	Sell	39,225 -1,000	-2%	-$47.9K	0.16%	42
2018 Q2	$1.93M	Hold	40,225	–	–	0.17%	45
2018 Q1	$1.92M	Sell	40,225 -6,250	-13%	-$300K	0.16%	44
2017 Q4	$2.23M	Sell	46,475 -250	-0.5%	-$12.1K	0.18%	44
2017 Q3	$2.27M	Buy	+46,725	New	+$2.28M	0.2%	44

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

Sadoff Investment Management's SHM Position: Q3 2022 in Review

Sadoff Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.4% in Q3 2022, selling an estimated $23.6K and leaving 35,925 shares worth $1.66M. The position accounts for 0.13% of the portfolio, ranked #46.

Sadoff Investment Management first reported a position in SHM in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.27M in Q3 2017. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Sadoff Investment Management held 35,925 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.66M as of Q3 2022.
Sadoff Investment Management sold 500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $23.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of Sadoff Investment Management's portfolio in Q3 2022, its #46 holding.
Sadoff Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and has held it in 21 quarters since.
Sadoff Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.27M in Q3 2017.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.