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

Wealth CMT’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 Q2	$2.06M	Sell	43,736 -5,035	-10%	-$237K	3.11%	6
2023 Q1	$2.32M	Buy	48,771 +2,661	+6%	+$126K	2.58%	9
2022 Q4	$2.17M	Sell	46,110 -4,777	-9%	-$222K	1.15%	17
2022 Q3	$2.35M	Buy	50,887 +8,200	+19%	+$387K	1.41%	15
2022 Q2	$2.02M	Buy	42,687 +14,892	+54%	+$699K	1.18%	18
2022 Q1	$1.32M	Buy	+27,795	New	+$1.34M	0.67%	18

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Wealth CMT's SHM Position: Q2 2023 in Review

Wealth CMT reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 10% in Q2 2023, selling an estimated $237K and leaving 43,736 shares worth $2.06M. The position accounts for 3.11% of the portfolio, ranked #6.

Wealth CMT first reported a position in SHM in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.35M in Q3 2022. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Wealth CMT held 43,736 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.06M as of Q2 2023.
Wealth CMT sold 5,035 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $237K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 3.11% of Wealth CMT's portfolio in Q2 2023, its #6 holding.
Wealth CMT first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 6 quarters since.
Wealth CMT's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.35M in Q3 2022.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.