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

Baystate 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
2020 Q4	–	Sell	-2,429	Closed	-$121K	–	751
2020 Q3	$121K	Buy	2,429 +8	+0.3%	+$400	0.01%	142
2020 Q2	$121K	Buy	+2,421	New	+$120K	0.01%	143
2018 Q3	–	Sell	-127	Closed	-$6K	–	702
2018 Q2	$6K	Hold	127	–	–	﹤0.01%	433
2018 Q1	$6K	Hold	127	–	–	﹤0.01%	409
2017 Q4	$6K	Buy	+127	New	+$6.13K	﹤0.01%	423

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Baystate Wealth Management's SHM Position: Q4 2020 in Review

Baystate Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 2,429 shares — an estimated $121K sold.

Baystate Wealth Management first reported a position in SHM in Q4 2017 and held it in 5 quarters. The position peaked at $121K in Q3 2020. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

Baystate Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
Baystate Wealth Management sold 2,429 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $121K.
Baystate Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 5 quarters.
Baystate Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $121K in Q3 2020.
417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.