Tucker Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Tucker Asset 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
2024 Q1	–	Sell	-11	Closed	-$526	–	1762
2023 Q4	$526	Buy	+11	New	+$516	﹤0.01%	1312
2023 Q3	–	Sell	-273	Closed	-$12.8K	–	1529
2023 Q2	$12.8K	Hold	273	–	–	﹤0.01%	464
2023 Q1	$13K	Hold	273	–	–	﹤0.01%	498
2022 Q4	$12.8K	Buy	273 +223	+446%	+$10.4K	﹤0.01%	303
2022 Q3	$2.3K	Buy	+50	New	+$2.36K	﹤0.01%	544

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Tucker Asset Management's SHM Position: Q1 2024 in Review

Tucker Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2024, closing a stake of 11 shares — an estimated $526 sold.

Tucker Asset Management first reported a position in SHM in Q3 2022 and held it in 5 quarters. The position peaked at $13K in Q1 2023. 424 funds tracked by Wall St. Rank hold SHM as of Q1 2024.

Tucker Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 11 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2024, an estimated $526.
Tucker Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 5 quarters.
Tucker Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13K in Q1 2023.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.