Stokes Family Office’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stokes Family Office’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 Q3	–	Sell	-4,406	Closed	-$208K	–	289
2022 Q2	$208K	Sell	4,406 -3,250	-42%	-$153K	0.03%	249
2022 Q1	$362K	Buy	+7,656	New	+$369K	0.05%	191

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stokes Family Office's SHM Position: Q3 2022 in Review

Stokes Family Office sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 4,406 shares — an estimated $208K sold.

Stokes Family Office first reported a position in SHM in Q1 2022 and held it in 2 quarters. The position peaked at $362K in Q1 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Stokes Family Office reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Stokes Family Office sold 4,406 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $208K.
Stokes Family Office first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 2 quarters.
Stokes Family Office's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $362K in Q1 2022.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Stokes Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.