Syverson Strege & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Syverson Strege & Co’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	-433	Closed	-$20.6K	–	519
2023 Q1	$20.6K	Buy	433 +50	+13%	+$2.36K	0.01%	186
2022 Q4	$18K	Sell	383 -57,989	-99%	-$2.7M	0.01%	174
2022 Q3	$2.69M	Sell	58,372 -884	-1%	-$41.7K	1.37%	14
2022 Q2	$2.8M	Buy	59,256 +32	+0.1%	+$1.5K	1.03%	19
2022 Q1	$2.8M	Sell	59,224 -341	-0.6%	-$16.4K	3.05%	8
2021 Q4	$2.93M	Sell	59,565 -3,114	-5%	-$153K	2.17%	11
2021 Q3	$3.1M	Sell	62,679 -266	-0.4%	-$13.2K	2.47%	11
2021 Q2	$3.12M	Sell	62,945 -4,931	-7%	-$245K	2.78%	9
2021 Q1	$3.36M	Sell	67,876 -3,856	-5%	-$192K	3.5%	6
2020 Q4	$3.57M	Buy	+71,732	New	+$3.57M	3.41%	7

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

Syverson Strege & Co's SHM Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 433 shares — an estimated $20.6K sold.

Syverson Strege & Co first reported a position in SHM in Q4 2020 and held it in 10 quarters. The position peaked at $3.57M in Q4 2020. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 433 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $20.6K.
Syverson Strege & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.57M in Q4 2020.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.