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

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-250	Closed	-$12K	–	696
2019 Q1	$12K	Hold	250	–	–	0.01%	501
2018 Q4	$12K	Hold	250	–	–	0.02%	487
2018 Q3	$12K	Hold	250	–	–	0.01%	517
2018 Q2	$12K	Buy	+250	New	+$11.9K	0.01%	503

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clarus Wealth Advisors's SHM Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2019, closing a stake of 250 shares — an estimated $12K sold.

Clarus Wealth Advisors first reported a position in SHM in Q2 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2019. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

Clarus Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 250 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2019, an estimated $12K.
Clarus Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12K in Q1 2019.
354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.