Gould Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Gould Asset 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
2020 Q3	–	Sell	-5,015	Closed	-$250K	–	138
2020 Q2	$250K	Buy	+5,015	New	+$248K	0.09%	107
2018 Q4	–	Sell	-4,200	Closed	-$200K	–	149
2018 Q3	$200K	Buy	+4,200	New	+$201K	0.08%	136

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Gould Asset Management's SHM Position: Q3 2020 in Review

Gould Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 5,015 shares — an estimated $250K sold.

Gould Asset Management first reported a position in SHM in Q3 2018 and held it in 2 quarters. The position peaked at $250K in Q2 2020. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Gould Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Gould Asset Management sold 5,015 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $250K.
Gould Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 2 quarters.
Gould Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $250K in Q2 2020.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Gould Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.