Segall Bryant & Hamill’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Segall Bryant & Hamill’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	-6,388	Closed	-$301K	–	667
2023 Q2	$301K	Hold	6,388	–	–	﹤0.01%	642
2023 Q1	$303K	Sell	6,388 -61	-0.9%	-$2.88K	﹤0.01%	642
2022 Q4	$302K	Hold	6,449	–	–	﹤0.01%	647
2022 Q3	$297K	Buy	6,449 +61	+1%	+$2.88K	﹤0.01%	661
2022 Q2	$302K	Hold	6,388	–	–	﹤0.01%	663
2022 Q1	$302K	Buy	+6,388	New	+$308K	﹤0.01%	674

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Segall Bryant & Hamill's SHM Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 6,388 shares — an estimated $301K sold.

Segall Bryant & Hamill first reported a position in SHM in Q1 2022 and held it in 6 quarters. The position peaked at $303K in Q1 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Segall Bryant & Hamill reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 6,388 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $301K.
Segall Bryant & Hamill first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 6 quarters.
Segall Bryant & Hamill's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $303K in Q1 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 Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.