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

AdvicePeriod’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
2021 Q2	$1.03M	Sell	20,811 -3,861	-16%	-$191K	0.07%	66
2021 Q1	$1.22M	Buy	24,672 +11,015	+81%	+$547K	0.09%	61
2020 Q4	$680K	Buy	13,657 +4,517	+49%	+$225K	0.05%	64
2020 Q3	$456K	Buy	9,140 +270	+3%	+$13.5K	0.04%	69
2020 Q2	$442K	Buy	+8,870	New	+$438K	0.05%	65

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 $424B AUM 22.94% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

AdvicePeriod's SHM Position: Q2 2021 in Review

AdvicePeriod reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 16% in Q2 2021, selling an estimated $191K and leaving 20,811 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #66.

AdvicePeriod first reported a position in SHM in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

AdvicePeriod held 20,811 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.03M as of Q2 2021.
AdvicePeriod sold 3,861 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $191K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of AdvicePeriod's portfolio in Q2 2021, its #66 holding.
AdvicePeriod first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and has held it in 5 quarters since.
AdvicePeriod's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.22M in Q1 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.