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

Ameritas Advisory Services’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
2023 Q2	–	Sell	-666	Closed	-$31.6K	–	2195
2023 Q1	$31.6K	Buy	+666	New	+$31.5K	﹤0.01%	1441

Other funds holding SHM

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Ameritas Advisory Services's SHM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 666 shares — an estimated $31.6K sold.

Ameritas Advisory Services first reported a position in SHM in Q1 2023 and held it in 1 quarter. The position peaked at $31.6K in Q1 2023. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Ameritas Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 666 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $31.6K.
Ameritas Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $31.6K in Q1 2023.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.