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

Guidant 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
2019 Q3	$184K	Buy	3,757 +1	+0%	+$49	0.07%	109
2019 Q2	$184K	Buy	3,756 +4	+0.1%	+$194	0.07%	110
2019 Q1	$182K	Buy	+3,752	New	+$181K	0.07%	109

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

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

Guidant Wealth Advisors's SHM Position: Q3 2019 in Review

Guidant Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.03% in Q3 2019, buying an estimated $49 and bringing the position to 3,757 shares worth $184K. The position accounts for 0.07% of the portfolio, ranked #109.

Guidant Wealth Advisors first reported a position in SHM in Q1 2019 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

Guidant Wealth Advisors held 3,757 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $184K as of Q3 2019.
Guidant Wealth Advisors bought 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q3 2019, an estimated $49.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #109 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 3 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.