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

Hefty Wealth Partners’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
2018 Q1	$2.85M	Sell	59,560 -30,679	-34%	-$1.47M	1.83%	17
2017 Q4	$4.32M	Buy	90,239 +10,870	+14%	+$525K	2.68%	5
2017 Q3	$3.86M	Buy	79,369 +2,130	+3%	+$104K	2.55%	8
2017 Q2	$3.75M	Buy	77,239 +13,701	+22%	+$666K	2.56%	8
2017 Q1	$3.08M	Sell	63,538 -11,180	-15%	-$540K	2.24%	8
2016 Q4	$3.58M	Buy	74,718 +42,269	+130%	+$2.04M	3%	7
2016 Q3	$1.58M	Buy	32,449 +22,959	+242%	+$1.13M	1.2%	25
2016 Q2	$465K	Buy	9,490 +205	+2%	+$10K	0.38%	75
2016 Q1	$453K	Buy	9,285 +2,013	+28%	+$98.5K	0.42%	70
2015 Q4	$354K	Buy	+7,272	New	+$354K	0.34%	80

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Hefty Wealth Partners's SHM Position: Q1 2018 in Review

Hefty Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 34% in Q1 2018, selling an estimated $1.47M and leaving 59,560 shares worth $2.85M. The position accounts for 1.83% of the portfolio, ranked #17.

Hefty Wealth Partners first reported a position in SHM in Q4 2015 and has held it in 10 quarters since. The position peaked at $4.32M in Q4 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

Hefty Wealth Partners held 59,560 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.85M as of Q1 2018.
Hefty Wealth Partners sold 30,679 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $1.47M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.83% of Hefty Wealth Partners's portfolio in Q1 2018, its #17 holding.
Hefty Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.32M 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 Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.