Harbor Investment Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Harbor Investment Advisory’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 Q2	–	Sell	-812	Closed	-$40K	–	1214
2020 Q1	$40K	Hold	812	–	–	0.01%	446
2019 Q4	$40K	Buy	+812	New	+$39.8K	0.01%	452

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

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

Harbor Investment Advisory's SHM Position: Q2 2020 in Review

Harbor Investment Advisory sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 812 shares — an estimated $40K sold.

Harbor Investment Advisory first reported a position in SHM in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q1 2020. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

Harbor Investment Advisory reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Harbor Investment Advisory sold 812 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $40K.
Harbor Investment Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
Harbor Investment Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $40K in Q1 2020.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Harbor Investment Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.