SFP
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Sterling Financial Planning’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-302
Closed -$15K – 336
2021
Q3 		$15K Buy
+302
New +$15K 0.01% 284

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sterling Financial Planning's SHM Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2021, closing a stake of 302 shares — an estimated $15K sold.

Sterling Financial Planning first reported a position in SHM in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 468 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 302 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2021, an estimated $15K.
  • Sterling Financial Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15K in Q3 2021.
  • 468 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.