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

Advisor Group’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
2019
Q4 		$6.69M Buy
136,240
+5,106
+4% +$250K 0.05% 329
2019
Q3 		$6.42M Buy
131,134
+14,974
+13% +$735K 0.05% 333
2019
Q2 		$5.68M Sell
116,160
-3,233
-3% -$157K 0.04% 350
2019
Q1 		$5.79M Buy
119,393
+882
+0.7% +$42.6K 0.05% 333
2018
Q4 		$5.7M Buy
118,511
+46,775
+65% +$2.23M 0.06% 287
2018
Q3 		$3.42M Buy
71,736
+13,242
+23% +$635K 0.03% 446
2018
Q2 		$2.81M Sell
58,494
-2,712
-4% -$130K 0.04% 421
2018
Q1 		$2.93M Buy
61,206
+20,407
+50% +$979K 0.04% 411
2017
Q4 		$1.96M Buy
40,799
+6,322
+18% +$305K 0.03% 574
2017
Q3 		$1.68M Sell
34,477
-10,932
-24% -$533K 0.03% 572
2017
Q2 		$2.2M Buy
45,409
+12,567
+38% +$611K 0.04% 449
2017
Q1 		$1.59M Buy
32,842
+686
+2% +$33.1K 0.03% 525
2016
Q4 		$1.54M Sell
32,156
-1,913
-6% -$92.4K 0.03% 502
2016
Q3 		$1.66M Buy
34,069
+3,757
+12% +$184K 0.04% 463
2016
Q2 		$1.49M Buy
+30,312
New +$1.48M 0.04% 471

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group's SHM Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.9% in Q4 2019, buying an estimated $250K and bringing the position to 136,240 shares worth $6.69M. The position accounts for 0.05% of the portfolio, ranked #329.

Advisor Group first reported a position in SHM in Q2 2016 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Advisor Group held 136,240 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.69M as of Q4 2019.
  • Advisor Group bought 5,106 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $250K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Advisor Group's portfolio in Q4 2019, its #329 holding.
  • Advisor Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.