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

Tanglewood Legacy 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
2024 Q2	–	Sell	-2,453	Closed	-$116K	–	295
2024 Q1	$116K	Sell	2,453 -11,517	-82%	-$549K	0.06%	110
2023 Q4	$668K	Sell	13,970 -700	-5%	-$32.8K	0.36%	40
2023 Q3	$678K	Hold	14,670	–	–	0.41%	39
2023 Q2	$690K	Hold	14,670	–	–	0.4%	40
2023 Q1	$698K	Buy	+14,670	New	+$693K	0.45%	34

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Tanglewood Legacy Advisors's SHM Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 2,453 shares — an estimated $116K sold.

Tanglewood Legacy Advisors first reported a position in SHM in Q1 2023 and held it in 5 quarters. The position peaked at $698K in Q1 2023. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

Tanglewood Legacy Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Tanglewood Legacy Advisors sold 2,453 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $116K.
Tanglewood Legacy Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 5 quarters.
Tanglewood Legacy Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $698K in Q1 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.