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

YHB Investment 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 Q2	–	Sell	-5,035	Closed	-$239K	–	288
2023 Q1	$239K	Sell	5,035 -500	-9%	-$23.6K	0.02%	257
2022 Q4	$260K	Sell	5,535 -810	-13%	-$37.7K	0.03%	241
2022 Q3	$292K	Buy	6,345 +210	+3%	+$9.91K	0.03%	223
2022 Q2	$290K	Sell	6,135 -200	-3%	-$9.39K	0.03%	227
2022 Q1	$300K	Hold	6,335	–	–	0.03%	242
2021 Q4	$312K	Sell	6,335 -5,200	-45%	-$256K	0.02%	261
2021 Q3	$570K	Sell	11,535 -16,150	-58%	-$801K	0.05%	192
2021 Q2	$1.37M	Sell	27,685 -6,800	-20%	-$337K	0.12%	154
2021 Q1	$1.72M	Sell	34,485 -13,110	-28%	-$651K	0.15%	135
2020 Q4	$2.37M	Buy	47,595 +5,000	+12%	+$249K	0.23%	106
2020 Q3	$2.12M	Buy	+42,595	New	+$2.13M	0.23%	100

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

YHB Investment Advisors's SHM Position: Q2 2023 in Review

YHB Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 5,035 shares — an estimated $239K sold.

YHB Investment Advisors first reported a position in SHM in Q3 2020 and held it in 11 quarters. The position peaked at $2.37M in Q4 2020. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

YHB Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
YHB Investment Advisors sold 5,035 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $239K.
YHB Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 11 quarters.
YHB Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.37M in Q4 2020.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on YHB Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.