FSB Premier Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

FSB Premier Wealth 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
2021 Q2	–	Sell	-18,386	Closed	-$911K	–	107
2021 Q1	$911K	Sell	18,386 -2,011	-10%	-$99.9K	0.49%	38
2020 Q4	$1.01M	Buy	+20,397	New	+$1.02M	0.54%	40

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

FSB Premier Wealth Management's SHM Position: Q2 2021 in Review

FSB Premier Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 18,386 shares — an estimated $911K sold.

FSB Premier Wealth Management first reported a position in SHM in Q4 2020 and held it in 2 quarters. The position peaked at $1.01M in Q4 2020. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

FSB Premier Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
FSB Premier Wealth Management sold 18,386 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $911K.
FSB Premier Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
FSB Premier Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.01M in Q4 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 FSB Premier Wealth Management's 13F filing for Q2 2021, filed 22 Feb 2022.