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Buckingham Capital Management (Ohio)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Buckingham Capital Management (Ohio)’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
Q1 		– Sell
-8,570
Closed -$427K – 123
2020
Q4 		$427K Hold
8,570
– – 0.08% 97
2020
Q3 		$427K Sell
8,570
-2,000
-19% -$99.9K 0.08% 94
2020
Q2 		$527K Hold
10,570
– – 0.12% 95
2020
Q1 		$517K Sell
10,570
-9,400
-47% -$460K 0.13% 93
2019
Q4 		$981K Hold
19,970
– – 0.17% 93
2019
Q3 		$978K Hold
19,970
– – 0.18% 92
2019
Q2 		$977K Hold
19,970
– – 0.18% 95
2019
Q1 		$968K Sell
19,970
-1,100
-5% -$53.1K 0.19% 94
2018
Q4 		$1.01M Hold
21,070
– – 0.22% 91
2018
Q3 		$1M Sell
21,070
-500
-2% -$24K 0.2% 97
2018
Q2 		$1.03M Hold
21,570
– – 0.21% 93
2018
Q1 		$1.03M Hold
21,570
– – 0.22% 96
2017
Q4 		$1.03M Sell
21,570
-8,500
-28% -$410K 0.22% 99
2017
Q3 		$1.46M Hold
30,070
– – 0.32% 83
2017
Q2 		$1.46M Sell
30,070
-20,185
-40% -$981K 0.34% 80
2017
Q1 		$2.43M Buy
50,255
+2,025
+4% +$97.7K 0.57% 50
2016
Q4 		$2.31M Buy
48,230
+13,321
+38% +$643K 0.57% 46
2016
Q3 		$1.71M Buy
34,909
+794
+2% +$39K 0.44% 70
2016
Q2 		$1.67M Buy
34,115
+2,065
+6% +$101K 0.44% 70
2016
Q1 		$1.56M Buy
32,050
+19,425
+154% +$950K 0.43% 71
2015
Q4 		$615K Buy
12,625
+1,650
+15% +$80.4K 0.17% 120
2015
Q3 		$535K Buy
10,975
+3,750
+52% +$182K 0.16% 130
2015
Q2 		$351K Buy
+7,225
New +$350K 0.1% 153

Other funds holding SHM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SHM Position: Q1 2021 in Review

Buckingham Capital Management (Ohio) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 8,570 shares — an estimated $427K sold.

Buckingham Capital Management (Ohio) first reported a position in SHM in Q2 2015 and held it in 23 quarters. The position peaked at $2.43M in Q1 2017. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

  • Buckingham Capital Management (Ohio) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 8,570 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $427K.
  • Buckingham Capital Management (Ohio) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and held it in 23 quarters.
  • Buckingham Capital Management (Ohio)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.43M in Q1 2017.
  • 426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2021, filed 4 May 2021.