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

Arden Trust’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 Q3	–	Sell	-4,198	Closed	-$208K	–	301
2021 Q2	$208K	Sell	4,198 -14,629	-78%	-$726K	0.03%	292
2021 Q1	$933K	Sell	18,827 -2,665	-12%	-$132K	0.16%	138
2020 Q4	$1.07M	Sell	21,492 -1,680	-7%	-$83.7K	0.18%	113
2020 Q3	$1.16M	Sell	23,172 -59	-0.3%	-$2.95K	0.21%	99
2020 Q2	$1.16M	Sell	23,231 -650	-3%	-$32.1K	0.21%	99
2020 Q1	$1.17M	Sell	23,881 -7,951	-25%	-$389K	0.23%	89
2019 Q4	$1.56M	Sell	31,832 -100	-0.3%	-$4.9K	0.25%	87
2019 Q3	$1.56M	Sell	31,932 -616	-2%	-$30.2K	0.25%	87
2019 Q2	$1.59M	Sell	32,548 -5,831	-15%	-$283K	0.27%	82
2019 Q1	$1.86M	Sell	38,379 -103	-0.3%	-$4.97K	0.3%	65
2018 Q4	$1.85M	Buy	38,482 +344	+0.9%	+$16.4K	0.33%	59
2018 Q3	$1.82M	Sell	38,138 -10	-0%	-$479	0.28%	74
2018 Q2	$1.83M	Sell	38,148 -334	-0.9%	-$16K	0.29%	71
2018 Q1	$1.84M	Hold	38,482	–	–	0.29%	73
2017 Q4	$1.84M	Sell	38,482 -907	-2%	-$43.8K	0.28%	73
2017 Q3	$1.91M	Sell	39,389 -2,250	-5%	-$110K	0.29%	69
2017 Q2	$2.02M	Hold	41,639	–	–	0.31%	64
2017 Q1	$2.02M	Sell	41,639 -1,767	-4%	-$85.3K	0.31%	63
2016 Q4	$2.08M	Sell	43,406 -931	-2%	-$45K	0.32%	64
2016 Q3	$2.17M	Buy	+44,337	New	+$2.17M	0.33%	57
2015 Q1	–	Sell	-64,122	Closed	-$3.12M	–	468
2014 Q4	$3.12M	Sell	64,122 -6,107	-9%	-$298K	0.43%	46
2014 Q3	$3.43M	Sell	70,229 -2,815	-4%	-$137K	0.47%	43
2014 Q2	$3.56M	Sell	73,044 -234,120	-76%	-$11.4M	0.49%	41
2014 Q1	$14.9M	Sell	307,164 -2,569	-0.8%	-$125K	1.83%	5
2013 Q4	$15M	Buy	309,733 +32,352	+12%	+$1.57M	1.83%	5
2013 Q3	$13.4M	Buy	277,381 +20,177	+8%	+$971K	1.71%	9
2013 Q2	$12.3M	Buy	+257,204	New	+$12.5M	1.5%	7

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

Arden Trust's SHM Position: Q3 2021 in Review

Arden Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 4,198 shares — an estimated $208K sold.

Arden Trust first reported a position in SHM in Q2 2013 and held it in 27 quarters. The position peaked at $15M in Q4 2013. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Arden Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Arden Trust sold 4,198 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $208K.
Arden Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 27 quarters.
Arden Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15M in Q4 2013.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Arden Trust's 13F filing for Q3 2021, filed 12 Oct 2021.