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

Accurate Investment Solutions’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
2020 Q2	–	Sell	-727	Closed	-$36K	–	312
2020 Q1	$36K	Hold	727	–	–	0.03%	219
2019 Q4	$36K	Hold	727	–	–	0.02%	195
2019 Q3	$36K	Hold	727	–	–	0.03%	138
2019 Q2	$36K	Hold	727	–	–	0.03%	133
2019 Q1	$35K	Hold	727	–	–	0.03%	131
2018 Q4	$35K	Hold	727	–	–	0.03%	123
2018 Q3	$35K	Hold	727	–	–	0.02%	143
2018 Q2	$35K	Buy	+727	New	+$34.7K	0.03%	168
2018 Q1	–	Sell	-952	Closed	-$46K	–	528
2017 Q4	$46K	Buy	952 +2	+0.2%	+$97	0.03%	146
2017 Q3	$46K	Buy	+950	New	+$46.3K	0.03%	149
2016 Q1	–	Sell	-111	Closed	-$5K	–	412
2015 Q4	$5K	Buy	+111	New	+$5.41K	﹤0.01%	230

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Accurate Investment Solutions's SHM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 727 shares — an estimated $36K sold.

Accurate Investment Solutions first reported a position in SHM in Q4 2015 and held it in 11 quarters. The position peaked at $46K in Q4 2017. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 727 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $36K.
Accurate Investment Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 11 quarters.
Accurate Investment Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $46K in Q4 2017.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.