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

Saxon Interests’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
2024 Q1	–	Sell	-5,696	Closed	-$272K	–	202
2023 Q4	$272K	Buy	+5,696	New	+$267K	0.14%	146
2023 Q3	–	Sell	-6,251	Closed	-$294K	–	172
2023 Q2	$294K	Sell	6,251 -54	-0.9%	-$2.54K	0.16%	133
2023 Q1	$300K	Sell	6,305 -1,105	-15%	-$52.2K	0.17%	135
2022 Q4	$350K	Sell	7,410 -2,197	-23%	-$102K	0.2%	116
2022 Q3	$444K	Sell	9,607 -1,593	-14%	-$75.2K	0.27%	83
2022 Q2	$529K	Sell	11,200 -1,366	-11%	-$64.1K	0.32%	80
2022 Q1	$595K	Sell	12,566 -41	-0.3%	-$1.98K	0.32%	71
2021 Q4	$617K	Buy	+12,607	New	+$621K	0.35%	64

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Saxon Interests's SHM Position: Q1 2024 in Review

Saxon Interests sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 5,696 shares — an estimated $272K sold.

Saxon Interests first reported a position in SHM in Q4 2021 and held it in 8 quarters. The position peaked at $617K in Q4 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Saxon Interests reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Saxon Interests sold 5,696 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $272K.
Saxon Interests first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
Saxon Interests's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $617K in Q4 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Saxon Interests's 13F filing for Q1 2024, filed 18 Apr 2024.