Traverso Chambers Private Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Traverso Chambers Private Wealth Management’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	$411K	Hold	8,605	–	–	0.1%	81
2023 Q3	$398K	Hold	8,605	–	–	0.11%	78
2023 Q2	$405K	Sell	8,605 -3,870	-31%	-$182K	0.11%	77
2023 Q1	$593K	Hold	12,475	–	–	0.16%	65
2022 Q4	$586K	Hold	12,475	–	–	0.17%	63
2022 Q3	$575K	Hold	12,475	–	–	0.18%	63
2022 Q2	$590K	Hold	12,475	–	–	0.2%	64
2022 Q1	$590K	Hold	12,475	–	–	0.18%	67
2021 Q4	$614K	Hold	12,475	–	–	0.18%	66
2021 Q3	$616K	Hold	12,475	–	–	0.19%	61
2021 Q2	$618K	Hold	12,475	–	–	0.19%	59
2021 Q1	$618K	Buy	12,475 +260	+2%	+$12.9K	0.21%	58
2020 Q4	$608K	Hold	12,215	–	–	0.22%	57
2020 Q3	$609K	Buy	12,215 +1,400	+13%	+$69.9K	0.24%	52
2020 Q2	$539K	Sell	10,815 -440	-4%	-$21.7K	0.23%	54
2020 Q1	$550K	Hold	11,255	–	–	0.26%	51
2019 Q4	$553K	Hold	11,255	–	–	0.24%	53
2019 Q3	$551K	Hold	11,255	–	–	0.26%	51
2019 Q2	$550K	Hold	11,255	–	–	0.27%	51
2019 Q1	$546K	Hold	11,255	–	–	0.27%	49
2018 Q4	$541K	Buy	+11,255	New	+$537K	0.29%	46

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

Traverso Chambers Private Wealth Management's SHM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q4 2023 at 8,605 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #81.

Traverso Chambers Private Wealth Management first reported a position in SHM in Q4 2018 and has held it in 21 quarters since. The position peaked at $618K in Q2 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Traverso Chambers Private Wealth Management held 8,605 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $411K as of Q4 2023.
Traverso Chambers Private Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q4 2023.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.1% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #81 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $618K in Q2 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.