First Heartland Consultants’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-4,998	Closed	-$248K	–	426
2021 Q1	$248K	Sell	4,998 -552	-10%	-$27.4K	0.04%	329
2020 Q4	$276K	Sell	5,550 -41	-0.7%	-$2.04K	0.05%	256
2020 Q3	$279K	Buy	5,591 +1,061	+23%	+$53K	0.05%	222
2020 Q2	$226K	Sell	4,530 -1,877	-29%	-$92.7K	0.04%	245
2020 Q1	$313K	Buy	+6,407	New	+$313K	0.08%	182
2018 Q4	–	Sell	-6,340	Closed	-$302K	–	262
2018 Q3	$302K	Buy	6,340 +17	+0.3%	+$815	0.09%	186
2018 Q2	$303K	Buy	6,323 +15	+0.2%	+$717	0.11%	185
2018 Q1	$302K	Buy	6,308 +1,010	+19%	+$48.4K	0.09%	209
2017 Q4	$254K	Buy	+5,298	New	+$256K	0.08%	232

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

Goldman Sachs New York $871B AUM 31.28% 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

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

First Heartland Consultants's SHM Position: Q2 2021 in Review

First Heartland Consultants sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 4,998 shares — an estimated $248K sold.

First Heartland Consultants first reported a position in SHM in Q4 2017 and held it in 9 quarters. The position peaked at $313K in Q1 2020. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

First Heartland Consultants reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 4,998 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $248K.
First Heartland Consultants first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 9 quarters.
First Heartland Consultants's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $313K in Q1 2020.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.