Aurora Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Aurora Private Wealth’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
2022 Q1	–	Sell	-6,189	Closed	-$304K	–	213
2021 Q4	$304K	Sell	6,189 -182,604	-97%	-$9M	0.13%	136
2021 Q3	$9.33M	Buy	188,793 +14,312	+8%	+$710K	3.79%	5
2021 Q2	$8.65M	Buy	+174,481	New	+$8.65M	3.46%	5
2021 Q1	–	Sell	-4,250	Closed	-$212K	–	232
2020 Q4	$212K	Buy	4,250 +240	+6%	+$11.9K	0.09%	196
2020 Q3	$200K	Buy	+4,010	New	+$200K	0.09%	181
2020 Q2	–	Sell	-10,228	Closed	-$500K	–	228
2020 Q1	$500K	Sell	10,228 -84,455	-89%	-$4.13M	0.18%	118
2019 Q4	$4.65M	Buy	+94,683	New	+$4.64M	1.65%	12

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

UCFA

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

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Aurora Private Wealth's SHM Position: Q1 2022 in Review

Aurora Private Wealth sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 6,189 shares — an estimated $304K sold.

Aurora Private Wealth first reported a position in SHM in Q4 2019 and held it in 7 quarters. The position peaked at $9.33M in Q3 2021. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

Aurora Private Wealth reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Aurora Private Wealth sold 6,189 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $304K.
Aurora Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 7 quarters.
Aurora Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.33M in Q3 2021.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Aurora Private Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.