ShoreHaven Wealth Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

ShoreHaven Wealth Partners’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	-9,927	Closed	-$467K	–	78
2023 Q2	$467K	Buy	+9,927	New	+$467K	0.31%	44
2023 Q1	–	Sell	-8,237	Closed	-$387K	–	82
2022 Q4	$387K	Sell	8,237 -816	-9%	-$38K	0.27%	58
2022 Q3	$417K	Buy	+9,053	New	+$427K	0.32%	51

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 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

ShoreHaven Wealth Partners's SHM Position: Q3 2023 in Review

ShoreHaven Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 9,927 shares — an estimated $467K sold.

ShoreHaven Wealth Partners first reported a position in SHM in Q3 2022 and held it in 3 quarters. The position peaked at $467K in Q2 2023. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

ShoreHaven Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 9,927 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $467K.
ShoreHaven Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
ShoreHaven Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $467K in Q2 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 ShoreHaven Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.