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

Allred Capital Management’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	–	Sell	-498	Closed	-$24.7K	–	663
2021 Q1	$24.7K	Buy	+498	New	+$24.7K	0.01%	501
2020 Q1	–	Sell	-1,523	Closed	-$74.8K	–	613
2019 Q4	$74.8K	Buy	+1,523	New	+$74.7K	0.04%	262
2019 Q1	–	Sell	-6,119	Closed	-$294K	–	194
2018 Q4	$294K	Buy	+6,119	New	+$292K	0.2%	126

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

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

Allred Capital Management's SHM Position: Q2 2021 in Review

Allred Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 498 shares — an estimated $24.7K sold.

Allred Capital Management first reported a position in SHM in Q4 2018 and held it in 3 quarters. The position peaked at $294K in Q4 2018. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Allred Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 498 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $24.7K.
Allred Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
Allred Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $294K in Q4 2018.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.