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Derby & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Derby & Company’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 		$9.94M Buy
201,120
+20,410
+11% +$1.01M 2.01% 13
2021
Q2 		$8.96M Buy
180,710
+1,079
+0.6% +$53.5K 1.87% 13
2021
Q1 		$8.9M Buy
179,631
+3,812
+2% +$189K 2.01% 13
2020
Q4 		$8.75M Buy
175,819
+18,566
+12% +$924K 2.19% 14
2020
Q3 		$7.84M Buy
157,253
+34,116
+28% +$1.7M 2.26% 14
2020
Q2 		$6.14M Buy
123,137
+4,722
+4% +$233K 1.98% 14
2020
Q1 		$5.79M Buy
118,415
+36,427
+44% +$1.78M 2.32% 13
2019
Q4 		$4.03M Buy
+81,988
New +$4.02M 1.5% 15

Other funds holding SHM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return