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

West Michigan 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
2023 Q1	–	Sell	-14,184	Closed	-$666K	–	160
2022 Q4	$666K	Sell	14,184 -7,908	-36%	-$368K	0.49%	45
2022 Q3	$1.02M	Sell	22,092 -627	-3%	-$29.6K	0.89%	30
2022 Q2	$1.07M	Buy	22,719 +11,419	+101%	+$536K	0.92%	29
2022 Q1	$535K	Buy	11,300 +1,061	+10%	+$51.1K	0.36%	61
2021 Q4	$504K	Buy	+10,239	New	+$504K	0.38%	56

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

West Michigan Advisors's SHM Position: Q1 2023 in Review

West Michigan Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2023, closing a stake of 14,184 shares — an estimated $666K sold.

West Michigan Advisors first reported a position in SHM in Q4 2021 and held it in 5 quarters. The position peaked at $1.07M in Q2 2022. 431 funds tracked by Wall St. Rank hold SHM as of Q1 2023.

West Michigan Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
West Michigan Advisors sold 14,184 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2023, an estimated $666K.
West Michigan Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 5 quarters.
West Michigan Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.07M in Q2 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2023.

Based on West Michigan Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.