Columbus Macro’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Columbus Macro’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 Q3	–	Sell	-4,156	Closed	-$206K	–	170
2021 Q2	$206K	Sell	4,156 -858	-17%	-$42.6K	0.06%	160
2021 Q1	$248K	Sell	5,014 -2,899	-37%	-$144K	0.08%	160
2020 Q4	$394K	Sell	7,913 -6,618	-46%	-$330K	0.12%	124
2020 Q3	$725K	Sell	14,531 -3,046	-17%	-$152K	0.22%	95
2020 Q2	$877K	Buy	17,577 +3,440	+24%	+$170K	0.24%	79
2020 Q1	$691K	Sell	14,137 -402	-3%	-$19.7K	0.2%	95
2019 Q4	$714K	Sell	14,539 -1,612	-10%	-$79K	0.16%	100
2019 Q3	$791K	Sell	16,151 -2,625	-14%	-$129K	0.2%	73
2019 Q2	$919K	Sell	18,776 -933	-5%	-$45.4K	0.2%	70
2019 Q1	$955K	Sell	19,709 -4,726	-19%	-$228K	0.21%	66
2018 Q4	$1.17M	Buy	24,435 +6,733	+38%	+$321K	0.27%	62
2018 Q3	$844K	Sell	17,702 -774	-4%	-$37.1K	0.21%	69
2018 Q2	$887K	Sell	18,476 -1,870	-9%	-$89.3K	0.23%	65
2018 Q1	$973K	Sell	20,346 -367	-2%	-$17.6K	0.25%	55
2017 Q4	$992K	Buy	+20,713	New	+$1M	0.31%	48

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

Columbus Macro's SHM Position: Q3 2021 in Review

Columbus Macro sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 4,156 shares — an estimated $206K sold.

Columbus Macro first reported a position in SHM in Q4 2017 and held it in 15 quarters. The position peaked at $1.17M in Q4 2018. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Columbus Macro reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Columbus Macro sold 4,156 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $206K.
Columbus Macro first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 15 quarters.
Columbus Macro's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.17M in Q4 2018.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Columbus Macro's 13F filing for Q3 2021, filed 22 Oct 2021.