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Safeguard Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-244
Closed -$11K – 467
2023
Q2 		$11K Buy
+244
New +$11.5K 0.01% 331

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Safeguard Financial's SHM Position: Q3 2023 in Review

Safeguard Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 244 shares — an estimated $11K sold.

Safeguard Financial first reported a position in SHM in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

  • Safeguard Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 244 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.