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

SVB Wealth’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	-4,983	Closed	-$230K	–	1087
2022 Q3	$230K	Sell	4,983 -1,119	-18%	-$52.8K	﹤0.01%	792
2022 Q2	$288K	Sell	6,102 -495	-8%	-$23.2K	﹤0.01%	582
2022 Q1	$312K	Sell	6,597 -608	-8%	-$29.3K	﹤0.01%	577
2021 Q4	$354K	Sell	7,205 -305	-4%	-$15K	0.01%	531
2021 Q3	$371K	Sell	7,510 -710	-9%	-$35.2K	﹤0.01%	699
2021 Q2	$407K	Sell	8,220 -565	-6%	-$28K	0.01%	642
2021 Q1	$435K	Sell	8,785 -27,700	-76%	-$1.38M	0.01%	567
2020 Q4	$1.82M	Sell	36,485 -1,170	-3%	-$58.3K	0.03%	252
2020 Q3	$1.88M	Sell	37,655 -120	-0.3%	-$5.99K	0.03%	220
2020 Q2	$1.88M	Sell	37,775 -95	-0.3%	-$4.69K	0.04%	205
2020 Q1	$1.85M	Sell	37,870 -3,982	-10%	-$195K	0.05%	180
2019 Q4	$2.06M	Sell	41,852 -1,576	-4%	-$77.3K	0.04%	217
2019 Q3	$2.13M	Sell	43,428 -35,537	-45%	-$1.74M	0.04%	200
2019 Q2	$3.86M	Buy	+78,965	New	+$3.84M	0.13%	142

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

SVB Wealth's SHM Position: Q4 2022 in Review

SVB Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 4,983 shares — an estimated $230K sold.

SVB Wealth first reported a position in SHM in Q2 2019 and held it in 14 quarters. The position peaked at $3.86M in Q2 2019. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

SVB Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
SVB Wealth sold 4,983 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $230K.
SVB Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and held it in 14 quarters.
SVB Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.86M 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 SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.