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

Bivin & Associates’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
Q1 		– Sell
-1,417
Closed -$70K – 411
2021
Q4 		$70K Buy
+1,417
New +$69.8K 0.06% 76

Other funds holding SHM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Bivin & Associates's SHM Position: Q1 2022 in Review

Bivin & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 1,417 shares — an estimated $70K sold.

Bivin & Associates first reported a position in SHM in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

  • Bivin & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 1,417 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $70K.
  • Bivin & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $70K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.