Gradient Capital Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Gradient Capital Advisors’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
2018 Q4	–	Sell	-6,684	Closed	-$319K	–	89
2018 Q3	$319K	Sell	6,684 -1,469	-18%	-$70.4K	0.27%	72
2018 Q2	$391K	Sell	8,153 -4,221	-34%	-$202K	0.36%	54
2018 Q1	$592K	Sell	12,374 -1,169	-9%	-$56.1K	0.59%	35
2017 Q4	$649K	Buy	+13,543	New	+$654K	0.67%	33

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gradient Capital Advisors's SHM Position: Q4 2018 in Review

Gradient Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 6,684 shares — an estimated $319K sold.

Gradient Capital Advisors first reported a position in SHM in Q4 2017 and held it in 4 quarters. The position peaked at $649K in Q4 2017. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Gradient Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Gradient Capital Advisors sold 6,684 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $319K.
Gradient Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 4 quarters.
Gradient Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $649K in Q4 2017.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Gradient Capital Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.