Financial Gravity Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-77	Closed	-$4K	–	1666
2019 Q3	$4K	Hold	77	–	–	﹤0.01%	761
2019 Q2	$4K	Sell	77 -44	-36%	-$2.14K	﹤0.01%	747
2019 Q1	$6K	Buy	+121	New	+$5.84K	﹤0.01%	657
2018 Q3	$6K	Sell	134 -7	-5%	-$336	0.01%	699
2018 Q2	$7K	Hold	141	–	–	0.01%	661
2018 Q1	$7K	Buy	+141	New	+$6.76K	0.01%	648

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Financial Gravity Asset Management's SHM Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 77 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in SHM in Q1 2018 and held it in 6 quarters. The position peaked at $7K in Q2 2018. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

Financial Gravity Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 77 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $4K.
Financial Gravity Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7K in Q2 2018.
378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.