Sharkey, Howes & Javer’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-4,933	Closed	-$233K	–	149
2024 Q2	$233K	Sell	4,933 -1,707	-26%	-$80.5K	0.04%	110
2024 Q1	$315K	Sell	6,640 -4,304	-39%	-$205K	0.05%	101
2023 Q4	$523K	Sell	10,944 -6,193	-36%	-$291K	0.09%	80
2023 Q3	$792K	Sell	17,137 -7,153	-29%	-$335K	0.15%	66
2023 Q2	$1.14M	Sell	24,290 -11,820	-33%	-$557K	0.22%	53
2023 Q1	$1.72M	Sell	36,110 -49,571	-58%	-$2.34M	0.37%	41
2022 Q4	$4.03M	Sell	85,681 -252,072	-75%	-$11.7M	0.92%	24
2022 Q3	$15.6M	Buy	+337,753	New	+$15.9M	3.39%	6

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

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

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

CCWA

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

Sharkey, Howes & Javer's SHM Position: Q3 2024 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 4,933 shares — an estimated $233K sold.

Sharkey, Howes & Javer first reported a position in SHM in Q3 2022 and held it in 8 quarters. The position peaked at $15.6M in Q3 2022. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

Sharkey, Howes & Javer reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Sharkey, Howes & Javer sold 4,933 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $233K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 8 quarters.
Sharkey, Howes & Javer's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15.6M in Q3 2022.
401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2024, filed 21 Oct 2024.