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

Sentinus LLC’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 Q4	–	Sell	-13,440	Closed	-$793K	–	195
2024 Q3	$793K	Buy	13,440 +8,484	+171%	+$405K	0.24%	70
2024 Q2	$234K	Buy	4,956 +215	+5%	+$10.1K	0.08%	164
2024 Q1	$225K	Buy	+4,741	New	+$226K	0.08%	157
2023 Q2	$267K	Sell	5,683 -268	-5%	-$12.6K	0.08%	159
2023 Q1	$283K	Buy	+5,951	New	+$281K	0.09%	150

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sentinus LLC's SHM Position: Q4 2024 in Review

Sentinus LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 13,440 shares — an estimated $793K sold.

Sentinus LLC first reported a position in SHM in Q1 2023 and held it in 5 quarters. The position peaked at $793K in Q3 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Sentinus LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Sentinus LLC sold 13,440 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $793K.
Sentinus LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 5 quarters.
Sentinus LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $793K in Q3 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Sentinus LLC's 13F filing for Q4 2024, filed 14 Feb 2025.