B. Riley Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

B. Riley Wealth Management’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 Q2	$438	Buy	9,275 +2,230	+32%	+$105K	﹤0.01%	442
2022 Q1	$334K	Buy	7,045 +1,697	+32%	+$81.8K	0.03%	427
2021 Q4	$263K	Hold	5,348	–	–	0.02%	507
2021 Q3	$264K	Buy	5,348 +594	+12%	+$29.5K	0.02%	487
2021 Q2	$238K	Buy	4,754 +209	+5%	+$10.4K	0.03%	351
2021 Q1	$229K	Buy	+4,545	New	+$226K	0.03%	341
2020 Q4	–	Sell	-4,055	Closed	-$202K	–	449
2020 Q3	$202K	Buy	+4,055	New	+$203K	0.02%	359
2020 Q2	–	Sell	-4,463	Closed	-$218K	–	542
2020 Q1	$218K	Buy	+4,463	New	+$218K	0.02%	420

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

B. Riley Wealth Management's SHM Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 32% in Q2 2022, buying an estimated $105K and bringing the position to 9,275 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #442.

B. Riley Wealth Management first reported a position in SHM in Q1 2020 and has held it in 8 quarters since. The position peaked at $334K in Q1 2022. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

B. Riley Wealth Management held 9,275 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $438 as of Q2 2022.
B. Riley Wealth Management bought 2,230 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $105K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #442 holding.
B. Riley Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $334K in Q1 2022.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.