Grimes & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Grimes & Company’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	-5,270	Closed	-$263K	–	263
2020 Q2	$263K	Hold	5,270	–	–	0.02%	214
2020 Q1	$258K	Hold	5,270	–	–	0.02%	197
2019 Q4	$259K	Hold	5,270	–	–	0.02%	230
2019 Q3	$258K	Hold	5,270	–	–	0.02%	215
2019 Q2	$258K	Hold	5,270	–	–	0.02%	214
2019 Q1	$255K	Hold	5,270	–	–	0.02%	214
2018 Q4	$253K	Buy	+5,270	New	+$251K	0.02%	197

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

Grimes & Company's SHM Position: Q3 2020 in Review

Grimes & Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 5,270 shares — an estimated $263K sold.

Grimes & Company first reported a position in SHM in Q4 2018 and held it in 7 quarters. The position peaked at $263K in Q2 2020. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Grimes & Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Grimes & Company sold 5,270 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $263K.
Grimes & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 7 quarters.
Grimes & Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $263K 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 Grimes & Company's 13F filing for Q3 2020, filed 12 Nov 2020.