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Girard Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Girard Partners’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
Q3 		– Sell
-6,175
Closed -$302K – 231
2019
Q2 		$302K Buy
6,175
+21
+0.3% +$1.02K 0.05% 193
2019
Q1 		$298K Buy
6,154
+15
+0.2% +$724 0.06% 190
2018
Q4 		$295K Sell
6,139
-2,713
-31% -$129K 0.06% 184
2018
Q3 		$422K Buy
8,852
+19
+0.2% +$911 0.07% 165
2018
Q2 		$424K Buy
8,833
+2,117
+32% +$101K 0.08% 184
2018
Q1 		$321K Sell
6,716
-1,658
-20% -$79.5K 0.08% 186
2017
Q4 		$401K Buy
8,374
+671
+9% +$32.4K 0.08% 190
2017
Q3 		$374K Buy
7,703
+478
+7% +$23.3K 0.08% 184
2017
Q2 		$350K Sell
7,225
-571
-7% -$27.8K 0.08% 190
2017
Q1 		$378K Buy
7,796
+1,142
+17% +$55.1K 0.09% 167
2016
Q4 		$319K Buy
+6,654
New +$321K 0.09% 170

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Girard Partners's SHM Position: Q3 2019 in Review

Girard Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2019, closing a stake of 6,175 shares — an estimated $302K sold.

Girard Partners first reported a position in SHM in Q4 2016 and held it in 11 quarters. The position peaked at $424K in Q2 2018. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

  • Girard Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Girard Partners sold 6,175 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $302K.
  • Girard Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 11 quarters.
  • Girard Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $424K in Q2 2018.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Girard Partners's 13F filing for Q3 2019, filed 1 Nov 2019.