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

Berman Capital Advisors’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
2021 Q3	$1.24M	Buy	25,192 +48	+0.2%	+$2.38K	0.2%	64
2021 Q2	$1.25M	Sell	25,144 -3,770	-13%	-$187K	0.2%	62
2021 Q1	$1.43M	Sell	28,914 -1,359	-4%	-$67.5K	0.3%	44
2020 Q4	$1.51M	Sell	30,273 -12,243	-29%	-$610K	0.36%	36
2020 Q3	$2.12M	Sell	42,516 -19,779	-32%	-$988K	0.6%	23
2020 Q2	$3.11M	Buy	62,295 +61,266	+5,954%	+$3.03M	0.81%	19
2020 Q1	$50K	Hold	1,029	–	–	0.02%	295
2019 Q4	$50K	Hold	1,029	–	–	0.01%	324
2019 Q3	$50K	Hold	1,029	–	–	0.02%	299
2019 Q2	$50K	Hold	1,029	–	–	0.02%	302
2019 Q1	$49K	Hold	1,029	–	–	0.02%	273
2018 Q4	$49K	Buy	+1,029	New	+$49.1K	0.02%	255

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 $424B AUM 22.94% 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

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

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

Berman Capital Advisors's SHM Position: Q3 2021 in Review

Berman Capital Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.19% in Q3 2021, buying an estimated $2.38K and bringing the position to 25,192 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #64.

Berman Capital Advisors first reported a position in SHM in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.11M in Q2 2020. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Berman Capital Advisors held 25,192 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.24M as of Q3 2021.
Berman Capital Advisors bought 48 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $2.38K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.2% of Berman Capital Advisors's portfolio in Q3 2021, its #64 holding.
Berman Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.11M in Q2 2020.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.