Stonebridge Capital Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stonebridge Capital Advisors’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 Q4	–	Sell	-30	Closed	-$1K	–	1086
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	950
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	892
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	988
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	941
2021 Q3	$1K	Sell	30 -440	-94%	-$21.8K	﹤0.01%	922
2021 Q2	$24K	Buy	470 +235	+100%	+$11.7K	﹤0.01%	588
2021 Q1	$12K	Buy	+235	New	+$11.7K	﹤0.01%	601
2020 Q3	–	Sell	-235	Closed	-$12K	–	614
2020 Q2	$12K	Hold	235	–	–	﹤0.01%	472
2020 Q1	$11K	Hold	235	–	–	﹤0.01%	473
2019 Q4	$12K	Sell	235 -150	-39%	-$7.36K	﹤0.01%	534
2019 Q3	$19K	Sell	385 -150	-28%	-$7.36K	﹤0.01%	459
2019 Q2	$26K	Buy	+535	New	+$26K	﹤0.01%	418

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

UCFA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Stonebridge Capital Advisors's SHM Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in SHM in Q2 2019 and held it in 12 quarters. The position peaked at $26K in Q2 2019. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Stonebridge Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 30 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $1K.
Stonebridge Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and held it in 12 quarters.
Stonebridge Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $26K in Q2 2019.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.