BIT
SHM icon

BlackRock Institutional Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

BlackRock Institutional Trust’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
2014
Q3 		– Sell
-53,335
Closed -$2.6M – 3932
2014
Q2 		$2.6M Sell
53,335
-21,266
-29% -$1.03M ﹤0.01% 3078
2014
Q1 		$3.62M Buy
74,601
+5,133
+7% +$250K ﹤0.01% 2908
2013
Q4 		$3.38M Sell
69,468
-1,655
-2% -$80.3K ﹤0.01% 2950
2013
Q3 		$3.44M Sell
71,123
-13,988
-16% -$673K ﹤0.01% 2886
2013
Q2 		$4.07M Buy
+85,111
New +$4.13M ﹤0.01% 2796

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BlackRock Institutional Trust's SHM Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2014, closing a stake of 53,335 shares — an estimated $2.6M sold.

BlackRock Institutional Trust first reported a position in SHM in Q2 2013 and held it in 5 quarters. The position peaked at $4.07M in Q2 2013. 178 funds tracked by Wall St. Rank hold SHM as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 53,335 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2014, an estimated $2.6M.
  • BlackRock Institutional Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 5 quarters.
  • BlackRock Institutional Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.07M in Q2 2013.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.