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

Baird’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
2015 Q1	$469K	Buy	9,635 +339	+4%	+$16.5K	﹤0.01%	974
2014 Q4	$452K	Sell	9,296 -15,701	-63%	-$765K	﹤0.01%	980
2014 Q3	$1.22M	Sell	24,997 -95	-0.4%	-$4.63K	0.02%	595
2014 Q2	$1.22M	Buy	25,092 +1,568	+7%	+$76.2K	0.02%	620
2014 Q1	$1.14M	Sell	23,524 -1,457	-6%	-$70.9K	0.02%	602
2013 Q4	$1.21M	Buy	24,981 +7,248	+41%	+$352K	0.02%	565
2013 Q3	$859K	Buy	17,733 +5,421	+44%	+$261K	0.02%	628
2013 Q2	$589K	Buy	+12,312	New	+$597K	0.01%	706

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Baird's SHM Position: Q1 2015 in Review

Baird increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.6% in Q1 2015, buying an estimated $16.5K and bringing the position to 9,635 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Baird first reported a position in SHM in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2014. 204 funds tracked by Wall St. Rank hold SHM as of Q1 2015.

Baird held 9,635 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $469K as of Q1 2015.
Baird bought 339 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2015, an estimated $16.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #974 holding.
Baird first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 8 quarters since.
Baird's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.22M in Q2 2014.
204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.