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

CMH Wealth Management’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	-10,400	Closed	-$515K	–	46
2021 Q1	$515K	Hold	10,400	–	–	0.19%	43
2020 Q4	$518K	Hold	10,400	–	–	0.19%	48
2020 Q3	$519K	Hold	10,400	–	–	0.22%	46
2020 Q2	$519K	Hold	10,400	–	–	0.25%	47
2020 Q1	$509K	Sell	10,400 -30,000	-74%	-$1.47M	0.3%	47
2019 Q4	$1.98M	Hold	40,400	–	–	1.02%	44
2019 Q3	$1.98M	Hold	40,400	–	–	1.12%	42
2019 Q2	$1.98M	Hold	40,400	–	–	1.16%	40
2019 Q1	$1.96M	Hold	40,400	–	–	1.19%	40
2018 Q4	$1.94M	Hold	40,400	–	–	1.17%	35
2018 Q3	$1.93M	Hold	40,400	–	–	1.01%	39
2018 Q2	$1.94M	Buy	40,400 +30,000	+288%	+$1.43M	1.11%	36
2018 Q1	$497K	Sell	10,400 -41,300	-80%	-$1.98M	0.34%	50
2017 Q4	$2.48M	Buy	+51,700	New	+$2.5M	1.64%	17
2017 Q3	–	Sell	-120,689	Closed	-$5.85M	–	51
2017 Q2	$5.85M	Sell	120,689 -445	-0.4%	-$21.6K	4.66%	4
2017 Q1	$5.88M	Sell	121,134 -27,359	-18%	-$1.32M	4.61%	3
2016 Q4	$7.16M	Buy	+148,493	New	+$7.17M	6.27%	2

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

CMH Wealth Management's SHM Position: Q2 2021 in Review

CMH Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 10,400 shares — an estimated $515K sold.

CMH Wealth Management first reported a position in SHM in Q4 2016 and held it in 17 quarters. The position peaked at $7.16M in Q4 2016. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

CMH Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
CMH Wealth Management sold 10,400 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $515K.
CMH Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 17 quarters.
CMH Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.16M in Q4 2016.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on CMH Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.