GoalVest Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHM
RJA
UCFA
GoalVest Advisory's SHM Position: Q2 2021 in Review
GoalVest Advisory increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 935% in Q2 2021, buying an estimated $218K and bringing the position to 4,874 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #115.
GoalVest Advisory first reported a position in SHM in Q4 2020 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.
- GoalVest Advisory held 4,874 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $242K as of Q2 2021.
- GoalVest Advisory bought 4,403 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $218K.
- State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of GoalVest Advisory's portfolio in Q2 2021, its #115 holding.
- GoalVest Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 3 quarters since.
- 424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.
Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.