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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-41,285
Closed -$1.98M 398
2017
Q4
$1.98M Buy
+41,285
New +$1.99M 0.23% 76
2017
Q1
Sell
-6,772
Closed -$325K 399
2016
Q4
$325K Buy
+6,772
New +$327K 0.06% 216

Other funds holding SHM

HBK Sorce Advisory's SHM Position: Q1 2018 in Review

HBK Sorce Advisory sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2018, closing a stake of 41,285 shares — an estimated $1.98M sold.

HBK Sorce Advisory first reported a position in SHM in Q4 2016 and held it in 2 quarters. The position peaked at $1.98M in Q4 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

  • HBK Sorce Advisory reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • HBK Sorce Advisory sold 41,285 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $1.98M.
  • HBK Sorce Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 2 quarters.
  • HBK Sorce Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.98M in Q4 2017.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on HBK Sorce Advisory's 13F filing for Q1 2018, filed 15 May 2018.