Financial Architects (New Jersey)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Architects (New Jersey)’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	–	Sell	-1,175	Closed	-$59K	–	673
2020 Q2	$59K	Hold	1,175	–	–	0.01%	401
2020 Q1	$57K	Hold	1,175	–	–	0.02%	371
2019 Q4	$58K	Hold	1,175	–	–	0.01%	406
2019 Q3	$58K	Hold	1,175	–	–	0.01%	412
2019 Q2	$57K	Hold	1,175	–	–	0.01%	487
2019 Q1	$57K	Hold	1,175	–	–	0.01%	577
2018 Q4	$56K	Sell	1,175 -78	-6%	-$3.72K	0.01%	522
2018 Q3	$60K	Buy	1,253 +78	+7%	+$3.74K	0.01%	577
2018 Q2	$56K	Hold	1,175	–	–	0.01%	533
2018 Q1	$56K	Sell	1,175 -24	-2%	-$1.15K	0.01%	584
2017 Q4	$57K	Buy	1,199 +24	+2%	+$1.16K	0.01%	642
2017 Q3	$57K	Hold	1,175	–	–	0.01%	646
2017 Q2	$57K	Sell	1,175 -500	-30%	-$24.3K	0.01%	632
2017 Q1	$81K	Hold	1,675	–	–	0.01%	526
2016 Q4	$80K	Hold	1,675	–	–	0.02%	444
2016 Q3	$82K	Hold	1,675	–	–	0.02%	435
2016 Q2	$82K	Buy	1,675 +1,175	+235%	+$57.5K	0.02%	414
2016 Q1	$24K	Buy	+500	New	+$24.5K	0.01%	552
2015 Q3	–	Sell	-500	Closed	-$24K	–	782
2015 Q2	$24K	Hold	500	–	–	0.01%	601
2015 Q1	$24K	Hold	500	–	–	0.01%	539
2014 Q4	$24K	Buy	+500	New	+$24.4K	0.01%	490
2013 Q4	–	Sell	-29	Closed	-$1K	–	493
2013 Q3	$1K	Buy	+29	New	+$1.4K	﹤0.01%	716

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

Financial Architects (New Jersey)'s SHM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 1,175 shares — an estimated $59K sold.

Financial Architects (New Jersey) first reported a position in SHM in Q3 2013 and held it in 22 quarters. The position peaked at $82K in Q3 2016. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,175 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $59K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and held it in 22 quarters.
Financial Architects (New Jersey)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $82K in Q3 2016.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.