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

American Economic Planning 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 Q3	$690K	Buy	14,095 +680	+5%	+$33.4K	0.19%	46
2019 Q2	$656K	Buy	13,415 +77	+0.6%	+$3.74K	0.2%	46
2019 Q1	$647K	Sell	13,338 -33,758	-72%	-$1.63M	0.2%	44
2018 Q4	$2.26M	Buy	+47,096	New	+$2.25M	0.73%	15
2018 Q3	–	Sell	-10,540	Closed	-$506K	–	76
2018 Q2	$506K	Buy	10,540 +470	+5%	+$22.5K	0.19%	39
2018 Q1	$482K	Hold	10,070	–	–	0.18%	46
2017 Q4	$482K	Buy	10,070 +95	+1%	+$4.59K	0.18%	44
2017 Q3	$485K	Buy	9,975 +676	+7%	+$33K	0.18%	39
2017 Q2	$451K	Buy	+9,299	New	+$452K	0.18%	41

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Economic Planning Group's SHM Position: Q3 2019 in Review

American Economic Planning Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.1% in Q3 2019, buying an estimated $33.4K and bringing the position to 14,095 shares worth $690K. The position accounts for 0.19% of the portfolio, ranked #46.

American Economic Planning Group first reported a position in SHM in Q2 2017 and has held it in 9 quarters since. The position peaked at $2.26M in Q4 2018. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

American Economic Planning Group held 14,095 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $690K as of Q3 2019.
American Economic Planning Group bought 680 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $33.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of American Economic Planning Group's portfolio in Q3 2019, its #46 holding.
American Economic Planning Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and has held it in 9 quarters since.
American Economic Planning Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.26M in Q4 2018.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.