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

Sentinel Pension 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 Q4	–	Sell	-5,250	Closed	-$242K	–	88
2022 Q3	$242K	Sell	5,250 -93	-2%	-$4.39K	0.08%	74
2022 Q2	$253K	Buy	5,343 +4	+0.1%	+$188	0.09%	77
2022 Q1	$253K	Buy	5,339 +4	+0.1%	+$193	0.09%	77
2021 Q4	$262K	Buy	5,335 +9	+0.2%	+$443	0.08%	83
2021 Q3	$263K	Sell	5,326 -904	-15%	-$44.8K	0.09%	76
2021 Q2	$309K	Buy	+6,230	New	+$309K	0.11%	68
2021 Q1	–	Sell	-5,211	Closed	-$259K	–	78
2020 Q4	$259K	Sell	5,211 -652	-11%	-$32.5K	0.09%	67
2020 Q3	$292K	Buy	5,863 +247	+4%	+$12.3K	0.11%	67
2020 Q2	$280K	Buy	5,616 +344	+7%	+$17K	0.12%	60
2020 Q1	$258K	Buy	+5,272	New	+$258K	0.13%	60

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sentinel Pension Advisors's SHM Position: Q4 2022 in Review

Sentinel Pension Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 5,250 shares — an estimated $242K sold.

Sentinel Pension Advisors first reported a position in SHM in Q1 2020 and held it in 10 quarters. The position peaked at $309K in Q2 2021. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Sentinel Pension Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 5,250 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $242K.
Sentinel Pension Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 10 quarters.
Sentinel Pension Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $309K in Q2 2021.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Sentinel Pension Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.