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

Brand Asset Management Group’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	-1,281	Closed	-$63K	–	217
2021 Q1	$63K	Hold	1,281	–	–	0.03%	126
2020 Q4	$64K	Hold	1,281	–	–	0.04%	108
2020 Q3	$64K	Sell	1,281 -299	-19%	-$14.9K	0.04%	107
2020 Q2	$79K	Sell	1,580 -2	-0.1%	-$99	0.05%	91
2020 Q1	$77K	Buy	1,582 +1,351	+585%	+$66.1K	0.06%	86
2019 Q4	$11K	Hold	231	–	–	0.01%	228
2019 Q3	$11K	Hold	231	–	–	0.01%	221
2019 Q2	$11K	Hold	231	–	–	0.01%	232
2019 Q1	$11K	Buy	+231	New	+$11.2K	0.01%	211

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

Brand Asset Management Group's SHM Position: Q2 2021 in Review

Brand Asset Management Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 1,281 shares — an estimated $63K sold.

Brand Asset Management Group first reported a position in SHM in Q1 2019 and held it in 9 quarters. The position peaked at $79K in Q2 2020. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Brand Asset Management Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 1,281 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $63K.
Brand Asset Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 9 quarters.
Brand Asset Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $79K in Q2 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 Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.