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

Tiedemann 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
2022 Q4	–	Sell	-14,828	Closed	-$683K	–	250
2022 Q3	$683K	Hold	14,828	–	–	0.04%	135
2022 Q2	$701K	Buy	+14,828	New	+$696K	0.05%	135
2021 Q3	–	Sell	-36,757	Closed	-$1.82M	–	354
2021 Q2	$1.82M	Hold	36,757	–	–	0.07%	114
2021 Q1	$1.82M	Hold	36,757	–	–	0.08%	110
2020 Q4	$1.83M	Hold	36,757	–	–	0.09%	105
2020 Q3	$1.83M	Hold	36,757	–	–	0.09%	134
2020 Q2	$1.83M	Hold	36,757	–	–	0.1%	119
2020 Q1	$1.8M	Hold	36,757	–	–	0.12%	106
2019 Q4	$1.8M	Hold	36,757	–	–	0.09%	119
2019 Q3	$1.8M	Buy	+36,757	New	+$1.8M	0.09%	128
2017 Q3	–	Sell	-14,700	Closed	-$713K	–	447
2017 Q2	$713K	Buy	+14,700	New	+$715K	0.05%	266

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

Tiedemann Advisors's SHM Position: Q4 2022 in Review

Tiedemann Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 14,828 shares — an estimated $683K sold.

Tiedemann Advisors first reported a position in SHM in Q2 2017 and held it in 11 quarters. The position peaked at $1.83M in Q3 2020. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Tiedemann Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Tiedemann Advisors sold 14,828 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $683K.
Tiedemann Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and held it in 11 quarters.
Tiedemann Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.83M in Q3 2020.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Tiedemann Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.