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

ETrade Capital 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 Q3	$29.2M	Buy	585,734 +96,067	+20%	+$4.8M	0.54%	36
2020 Q2	$24.4M	Buy	489,667 +83,369	+21%	+$4.12M	0.51%	36
2020 Q1	$19.9M	Buy	406,298 +14,808	+4%	+$724K	0.51%	36
2019 Q4	$19.2M	Buy	391,490 +55,157	+16%	+$2.7M	0.43%	31
2019 Q3	$16.5M	Buy	336,333 +74,839	+29%	+$3.67M	0.41%	30
2019 Q2	$12.8M	Buy	261,494 +146,069	+127%	+$7.1M	0.34%	28
2019 Q1	$5.6M	Buy	115,425 +39,639	+52%	+$1.91M	0.16%	62
2018 Q4	$3.64M	Buy	75,786 +20,969	+38%	+$1M	0.12%	97
2018 Q3	$2.61M	Buy	54,817 +21,874	+66%	+$1.05M	0.08%	152
2018 Q2	$1.58M	Buy	32,943 +3,573	+12%	+$171K	0.05%	226
2018 Q1	$1.41M	Buy	29,370 +8,211	+39%	+$394K	0.05%	236
2017 Q4	$1.01M	Buy	21,159 +11,776	+126%	+$569K	0.03%	345
2017 Q3	$456K	Buy	+9,383	New	+$458K	0.02%	493

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

ETrade Capital Management's SHM Position: Q3 2020 in Review

ETrade Capital Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 20% in Q3 2020, buying an estimated $4.8M and bringing the position to 585,734 shares worth $29.2M. The position accounts for 0.54% of the portfolio, ranked #36.

ETrade Capital Management first reported a position in SHM in Q3 2017 and has held it in 13 quarters since. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

ETrade Capital Management held 585,734 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $29.2M as of Q3 2020.
ETrade Capital Management bought 96,067 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $4.8M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.54% of ETrade Capital Management's portfolio in Q3 2020, its #36 holding.
ETrade Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and has held it in 13 quarters since.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.