Ausdal Financial Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ausdal Financial Partners’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 Q3	–	Sell	-17,326	Closed	-$819K	–	470
2022 Q2	$819K	Buy	+17,326	New	+$814K	0.12%	198
2020 Q3	–	Sell	-4,370	Closed	-$218K	–	362
2020 Q2	$218K	Buy	4,370 +5	+0.1%	+$247	0.07%	255
2020 Q1	$215K	Sell	4,365 -1	-0%	-$49	0.08%	243
2019 Q4	$216K	Sell	4,366 -501	-10%	-$24.6K	0.06%	290
2019 Q3	$238K	Buy	4,867 +605	+14%	+$29.7K	0.08%	266
2019 Q2	$210K	Buy	4,262 +8	+0.2%	+$389	0.08%	269
2019 Q1	$206K	Buy	+4,254	New	+$205K	0.08%	249
2016 Q1	–	Sell	-466	Closed	-$23K	–	887
2015 Q4	$23K	Buy	+466	New	+$22.7K	0.01%	696

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ausdal Financial Partners's SHM Position: Q3 2022 in Review

Ausdal Financial Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 17,326 shares — an estimated $819K sold.

Ausdal Financial Partners first reported a position in SHM in Q4 2015 and held it in 8 quarters. The position peaked at $819K in Q2 2022. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Ausdal Financial Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Ausdal Financial Partners sold 17,326 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $819K.
Ausdal Financial Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 8 quarters.
Ausdal Financial Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $819K in Q2 2022.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.