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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-562
Closed -$27K 381
2018
Q2
$27K Buy
562
+1
+0.2% +$48 0.02% 355
2018
Q1
$27K Buy
561
+2
+0.4% +$96 0.02% 353
2017
Q4
$27K Buy
+559
New +$27K 0.02% 338

Other funds holding SHM

Acorn Wealth Advisors's SHM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2018, closing a stake of 562 shares — an estimated $27K sold.

Acorn Wealth Advisors first reported a position in SHM in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 562 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $27K.
  • Acorn Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27K in Q2 2018.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.