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

Trust Company’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	-308	Closed	-$14K	–	345
2022 Q3	$14K	Hold	308	–	–	﹤0.01%	244
2022 Q2	$15K	Hold	308	–	–	﹤0.01%	253
2022 Q1	$15K	Hold	308	–	–	﹤0.01%	259
2021 Q4	$15K	Hold	308	–	–	﹤0.01%	242
2021 Q3	$15K	Hold	308	–	–	﹤0.01%	238
2021 Q2	$15K	Hold	308	–	–	0.01%	243
2021 Q1	$15K	Buy	+308	New	+$15.3K	0.01%	250
2020 Q4	–	Sell	-743	Closed	-$37K	–	316
2020 Q3	$37K	Hold	743	–	–	0.03%	179
2020 Q2	$37K	Buy	+743	New	+$36.7K	0.04%	168
2019 Q4	–	Sell	-66	Closed	-$3K	–	325
2019 Q3	$3K	Buy	+66	New	+$3.24K	﹤0.01%	297
2017 Q3	–	Sell	-4,176	Closed	-$203K	–	323
2017 Q2	$203K	Buy	4,176 +20	+0.5%	+$972	0.09%	86
2017 Q1	$201K	Sell	4,156 -58	-1%	-$2.8K	0.09%	98
2016 Q4	$202K	Buy	4,214 +3,854	+1,071%	+$186K	0.1%	100
2016 Q3	$18K	Buy	+360	New	+$17.7K	0.01%	250

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

Trust Company's SHM Position: Q4 2022 in Review

Trust Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2022, closing a stake of 308 shares — an estimated $14K sold.

Trust Company first reported a position in SHM in Q3 2016 and held it in 14 quarters. The position peaked at $203K in Q2 2017. 465 funds tracked by Wall St. Rank hold SHM as of Q4 2022.

Trust Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Trust Company sold 308 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2022, an estimated $14K.
Trust Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and held it in 14 quarters.
Trust Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $203K in Q2 2017.
465 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2022.

Based on Trust Company's 13F filing for Q4 2022, filed 9 Jan 2023.