Glassman Wealth Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Glassman Wealth Services’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
2022 Q1	–	Sell	-1,051	Closed	-$52K	–	1917
2021 Q4	$52K	Buy	+1,051	New	+$51.8K	0.01%	366
2017 Q4	–	Sell	-634	Closed	-$31K	–	777
2017 Q3	$31K	Hold	634	–	–	0.02%	188
2017 Q2	$31K	Hold	634	–	–	0.02%	190
2017 Q1	$31K	Hold	634	–	–	0.02%	207
2016 Q4	$30K	Sell	634 -1,700	-73%	-$82.1K	0.02%	216
2016 Q3	$114K	Sell	2,334 -265	-10%	-$13K	0.1%	92
2016 Q2	$128K	Hold	2,599	–	–	0.11%	82
2016 Q1	$127K	Sell	2,599 -3,135	-55%	-$153K	0.12%	93
2015 Q4	$279K	Buy	5,734 +1,164	+25%	+$56.7K	0.25%	46
2015 Q3	$223K	Hold	4,570	–	–	0.2%	57
2015 Q2	$222K	Hold	4,570	–	–	0.18%	59
2015 Q1	$222K	Hold	4,570	–	–	0.18%	59
2014 Q4	$222K	Buy	+4,570	New	+$223K	0.16%	67

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Glassman Wealth Services's SHM Position: Q1 2022 in Review

Glassman Wealth Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 1,051 shares — an estimated $52K sold.

Glassman Wealth Services first reported a position in SHM in Q4 2014 and held it in 13 quarters. The position peaked at $279K in Q4 2015. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

Glassman Wealth Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 1,051 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $52K.
Glassman Wealth Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 13 quarters.
Glassman Wealth Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $279K in Q4 2015.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.