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

Darwin 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
2020
Q2 		– Sell
-187
Closed -$9K – 659
2020
Q1 		$9K Buy
+187
New +$9.14K ﹤0.01% 497

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RJA
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Wells Fargo
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Goldman Sachs
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Ameriprise
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Northwestern Mutual Wealth Management
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PNC Financial Services Group
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Darwin Wealth Management's SHM Position: Q2 2020 in Review

Darwin Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 187 shares — an estimated $9K sold.

Darwin Wealth Management first reported a position in SHM in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

  • Darwin Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 187 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $9K.
  • Darwin Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9K in Q1 2020.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.