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

Destination 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
2019 Q3	–	Sell	-3,309	Closed	-$162K	–	434
2019 Q2	$162K	Hold	3,309	–	–	0.01%	146
2019 Q1	$160K	Hold	3,309	–	–	0.01%	152
2018 Q4	$159K	Hold	3,309	–	–	0.01%	154
2018 Q3	$158K	Hold	3,309	–	–	0.01%	175
2018 Q2	$159K	Hold	3,309	–	–	0.01%	150
2018 Q1	$158K	Buy	+3,309	New	+$159K	0.01%	153
2017 Q3	–	Sell	-6,436	Closed	-$312K	–	156
2017 Q2	$312K	Buy	+6,436	New	+$313K	0.02%	132

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Destination Wealth Management's SHM Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 3,309 shares — an estimated $162K sold.

Destination Wealth Management first reported a position in SHM in Q2 2017 and held it in 7 quarters. The position peaked at $312K in Q2 2017. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 3,309 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $162K.
Destination Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and held it in 7 quarters.
Destination Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $312K in Q2 2017.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.