Successful Portfolios’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Successful Portfolios’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 Q2	–	Sell	-7,735	Closed	-$368K	–	183
2023 Q1	$368K	Hold	7,735	–	–	0.23%	110
2022 Q4	$363K	Buy	+7,735	New	+$360K	0.24%	114
2022 Q3	–	Sell	-4,435	Closed	-$210K	–	189
2022 Q2	$210K	Sell	4,435 -435	-9%	-$20.4K	0.14%	171
2022 Q1	$230K	Buy	4,870 +380	+8%	+$18.3K	0.13%	176
2021 Q4	$221K	Hold	4,490	–	–	0.12%	192
2021 Q3	$222K	Buy	4,490 +300	+7%	+$14.9K	0.13%	179
2021 Q2	$208K	Buy	4,190 +110	+3%	+$5.46K	0.13%	192
2021 Q1	$202K	Buy	+4,080	New	+$203K	0.13%	185
2020 Q2	–	Sell	-6,265	Closed	-$306K	–	170
2020 Q1	$306K	Buy	6,265 +495	+9%	+$24.2K	0.31%	92
2019 Q4	$283K	Sell	5,770 -265	-4%	-$13K	0.25%	108
2019 Q3	$296K	Hold	6,035	–	–	0.28%	103
2019 Q2	$295K	Buy	6,035 +5	+0.1%	+$243	0.32%	93
2019 Q1	$292K	Sell	6,030 -425	-7%	-$20.5K	0.32%	94
2018 Q4	$310K	Sell	6,455 -2,650	-29%	-$126K	0.4%	79
2018 Q3	$434K	Sell	9,105 -1,135	-11%	-$54.4K	0.47%	64
2018 Q2	$491K	Sell	10,240 -793	-7%	-$37.9K	0.57%	52
2018 Q1	$528K	Sell	11,033 -600	-5%	-$28.8K	0.64%	47
2017 Q4	$557K	Buy	+11,633	New	+$562K	0.69%	42

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

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

UCFA

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

Jane Street New York $777B AUM 61.18% 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

Successful Portfolios's SHM Position: Q2 2023 in Review

Successful Portfolios sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 7,735 shares — an estimated $368K sold.

Successful Portfolios first reported a position in SHM in Q4 2017 and held it in 18 quarters. The position peaked at $557K in Q4 2017. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Successful Portfolios reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Successful Portfolios sold 7,735 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $368K.
Successful Portfolios first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 18 quarters.
Successful Portfolios's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $557K in Q4 2017.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.