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

Bellevue Asset 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	–	Sell	-800	Closed	-$38K	–	533
2022 Q1	$38K	Hold	800	–	–	0.02%	202
2021 Q4	$39K	Hold	800	–	–	0.02%	203
2021 Q3	$40K	Hold	800	–	–	0.02%	200
2021 Q2	$40K	Hold	800	–	–	0.02%	203
2021 Q1	$40K	Hold	800	–	–	0.02%	205
2020 Q4	$40K	Hold	800	–	–	0.02%	196
2020 Q3	$40K	Hold	800	–	–	0.03%	187
2020 Q2	$40K	Hold	800	–	–	0.04%	182
2020 Q1	$39K	Buy	+800	New	+$39.1K	0.04%	192

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

Bellevue Asset Management's SHM Position: Q2 2022 in Review

Bellevue Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 800 shares — an estimated $38K sold.

Bellevue Asset Management first reported a position in SHM in Q1 2020 and held it in 9 quarters. The position peaked at $40K in Q3 2021. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Bellevue Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 800 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $38K.
Bellevue Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 9 quarters.
Bellevue Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $40K in Q3 2021.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.