Great Point Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Great Point Wealth 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
2021 Q1	–	Sell	-12,344	Closed	-$614K	–	54
2020 Q4	$614K	Hold	12,344	–	–	0.26%	31
2020 Q3	$615K	Hold	12,344	–	–	0.32%	29
2020 Q2	$615K	Hold	12,344	–	–	0.32%	29
2020 Q1	$603K	Sell	12,344 -1,567	-11%	-$76.6K	0.5%	27
2019 Q4	$683K	Hold	13,911	–	–	0.42%	25
2019 Q3	$681K	Buy	13,911 +886	+7%	+$43.5K	0.46%	24
2019 Q2	$637K	Buy	13,025 +633	+5%	+$30.8K	0.51%	24
2019 Q1	$600K	Buy	+12,392	New	+$598K	0.51%	24

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Great Point Wealth Advisors's SHM Position: Q1 2021 in Review

Great Point Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 12,344 shares — an estimated $614K sold.

Great Point Wealth Advisors first reported a position in SHM in Q1 2019 and held it in 8 quarters. The position peaked at $683K in Q4 2019. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

Great Point Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Great Point Wealth Advisors sold 12,344 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $614K.
Great Point Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 8 quarters.
Great Point Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $683K in Q4 2019.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Great Point Wealth Advisors's 13F filing for Q1 2021, filed 11 May 2021.