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

Clear Perspective 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 Q4	–	Sell	-1,500	Closed	-$73K	–	143
2019 Q3	$73K	Hold	1,500	–	–	0.03%	136
2019 Q2	$73K	Buy	+1,500	New	+$72.9K	0.05%	160
2018 Q3	–	Sell	-2,750	Closed	-$132K	–	381
2018 Q2	$132K	Hold	2,750	–	–	0.09%	172
2018 Q1	$132K	Hold	2,750	–	–	0.1%	169
2017 Q4	$132K	Hold	2,750	–	–	0.1%	164
2017 Q3	$134K	Sell	2,750 -400	-13%	-$19.5K	0.11%	162
2017 Q2	$153K	Hold	3,150	–	–	0.13%	139
2017 Q1	$153K	Hold	3,150	–	–	0.1%	137
2016 Q4	$151K	Buy	+3,150	New	+$152K	0.1%	137

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Clear Perspective Advisors's SHM Position: Q4 2019 in Review

Clear Perspective Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 1,500 shares — an estimated $73K sold.

Clear Perspective Advisors first reported a position in SHM in Q4 2016 and held it in 9 quarters. The position peaked at $153K in Q2 2017. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

Clear Perspective Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $73K.
Clear Perspective Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $153K in Q2 2017.
378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.