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

Bernardo Wealth Planning’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 Q2	–	Sell	-10,101	Closed	-$500K	–	81
2021 Q1	$500K	Sell	10,101 -9,927	-50%	-$493K	0.32%	44
2020 Q4	$997K	Hold	20,028	–	–	0.38%	51
2020 Q3	$998K	Buy	+20,028	New	+$1M	0.45%	44

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

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

Bernardo Wealth Planning's SHM Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 10,101 shares — an estimated $500K sold.

Bernardo Wealth Planning first reported a position in SHM in Q3 2020 and held it in 3 quarters. The position peaked at $998K in Q3 2020. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Bernardo Wealth Planning reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 10,101 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $500K.
Bernardo Wealth Planning first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 3 quarters.
Bernardo Wealth Planning's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $998K in Q3 2020.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.