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

Corbenic Partners’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
2022 Q2	$3K	Sell	60 -1,124	-95%	-$52.8K	﹤0.01%	172
2022 Q1	$56K	Sell	1,184 -415	-26%	-$20K	0.01%	73
2021 Q4	$79K	Sell	1,599 -9,031	-85%	-$445K	0.02%	70
2021 Q3	$525K	Hold	10,630	–	–	0.13%	38
2021 Q2	$527K	Sell	10,630 -114	-1%	-$5.65K	0.14%	38
2021 Q1	$532K	Sell	10,744 -30,085	-74%	-$1.49M	0.14%	39
2020 Q4	$2.03M	Buy	40,829 +1,043	+3%	+$51.9K	0.84%	27
2020 Q3	$1.98M	Buy	39,786 +5,638	+17%	+$282K	0.95%	28
2020 Q2	$1.7M	Buy	34,148 +34,061	+39,151%	+$1.68M	0.93%	27
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	133
2019 Q4	$4K	Buy	+87	New	+$4.27K	﹤0.01%	143
2017 Q4	$2.75M	Sell	57,495 -1,054	-2%	-$50.9K	3.46%	11
2017 Q3	$2.85M	Buy	58,549 +12,004	+26%	+$585K	3.75%	10
2017 Q2	$2.26M	Sell	46,545 -17,083	-27%	-$831K	3.13%	13
2017 Q1	$3.08M	Buy	63,628 +30,247	+91%	+$1.46M	3.78%	10
2016 Q4	$1.6M	Sell	33,381 -1,304	-4%	-$63K	1.71%	21
2016 Q3	$1.69M	Buy	34,685 +21,787	+169%	+$1.07M	1.8%	21
2016 Q2	$633K	Buy	12,898 +12,724	+7,313%	+$622K	0.65%	24
2016 Q1	$8K	Sell	174 -1	-0.6%	-$49	0.01%	127
2015 Q4	$9K	Hold	175	–	–	0.01%	139
2015 Q3	$9K	Hold	175	–	–	0.01%	123
2015 Q2	$8K	Hold	175	–	–	0.01%	108
2015 Q1	$8K	Hold	175	–	–	0.01%	114
2014 Q4	$8K	Hold	175	–	–	0.01%	141
2014 Q3	$9K	Hold	175	–	–	0.01%	86
2014 Q2	$8K	Buy	+175	New	+$8.51K	0.01%	82
2014 Q1	–	Sell	-3,500	Closed	-$170K	–	118
2013 Q4	$170K	Buy	3,500 +2,942	+527%	+$143K	0.16%	26
2013 Q3	$27K	Buy	+558	New	+$26.9K	0.04%	49

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Corbenic Partners's SHM Position: Q2 2022 in Review

Corbenic Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 95% in Q2 2022, selling an estimated $52.8K and leaving 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Corbenic Partners first reported a position in SHM in Q3 2013 and has held it in 28 quarters since. The position peaked at $3.08M in Q1 2017. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Corbenic Partners held 60 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3K as of Q2 2022.
Corbenic Partners sold 1,124 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $52.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #172 holding.
Corbenic Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and has held it in 28 quarters since.
Corbenic Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.08M in Q1 2017.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.