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

Telemus Capital’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 Q4	$2.42M	Buy	50,612 +27,050	+115%	+$1.27M	0.2%	95
2023 Q3	$1.09M	Sell	23,562 -1,793	-7%	-$84K	0.1%	145
2023 Q2	$1.19M	Sell	25,355 -6,000	-19%	-$283K	0.1%	151
2023 Q1	$1.49M	Buy	31,355 +4,230	+16%	+$200K	0.13%	140
2022 Q4	$1.28M	Buy	27,125 +18,661	+220%	+$869K	0.12%	152
2022 Q3	$390K	Sell	8,464 -136	-2%	-$6.42K	0.04%	226
2022 Q2	$406K	Buy	+8,600	New	+$404K	0.04%	248
2018 Q1	–	Sell	-1,575	Closed	-$75K	–	528
2017 Q4	$75K	Buy	+1,575	New	+$76.1K	0.01%	418

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Telemus Capital's SHM Position: Q4 2023 in Review

Telemus Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 115% in Q4 2023, buying an estimated $1.27M and bringing the position to 50,612 shares worth $2.42M. The position accounts for 0.2% of the portfolio, ranked #95.

Telemus Capital first reported a position in SHM in Q4 2017 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Telemus Capital held 50,612 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.42M as of Q4 2023.
Telemus Capital bought 27,050 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $1.27M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.2% of Telemus Capital's portfolio in Q4 2023, its #95 holding.
Telemus Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 8 quarters since.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.