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

EP Wealth Advisors’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	–	Sell	-40,368	Closed	-$1.91M	–	690
2022 Q1	$1.91M	Buy	40,368 +22,718	+129%	+$1.1M	0.04%	207
2021 Q4	$868K	Hold	17,650	–	–	0.02%	274
2021 Q3	$872K	Hold	17,650	–	–	0.02%	257
2021 Q2	$875K	Sell	17,650 -614	-3%	-$30.5K	0.02%	260
2021 Q1	$905K	Buy	18,264 +82	+0.5%	+$4.07K	0.03%	238
2020 Q4	$905K	Buy	18,182 +101	+0.6%	+$5.03K	0.03%	203
2020 Q3	$902K	Buy	+18,081	New	+$903K	0.04%	169
2020 Q2	–	Sell	-18,708	Closed	-$924K	–	185
2020 Q1	$915K	Buy	18,708 +7,502	+67%	+$367K	0.04%	182
2019 Q4	$550K	Sell	11,206 -32	-0.3%	-$1.57K	0.02%	265
2019 Q3	$551K	Buy	11,238 +42	+0.4%	+$2.06K	0.03%	218
2019 Q2	$548K	Buy	11,196 +320	+3%	+$15.6K	0.03%	187
2019 Q1	$527K	Buy	+10,876	New	+$525K	0.05%	162

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

EP Wealth Advisors's SHM Position: Q2 2022 in Review

EP Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 40,368 shares — an estimated $1.91M sold.

EP Wealth Advisors first reported a position in SHM in Q1 2019 and held it in 12 quarters. The position peaked at $1.91M in Q1 2022. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

EP Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
EP Wealth Advisors sold 40,368 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $1.91M.
EP Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 12 quarters.
EP Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.91M in Q1 2022.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.