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

Holistic Financial 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
Q2 		– Sell
-462
Closed -$22K – 306
2018
Q1 		$22K Hold
462
– – 0.02% 269
2017
Q4 		$22K Buy
+462
New +$22.3K 0.02% 276

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Envestnet Asset Management
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RJA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Holistic Financial Partners's SHM Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2018, closing a stake of 462 shares — an estimated $22K sold.

Holistic Financial Partners first reported a position in SHM in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 323 funds tracked by Wall St. Rank hold SHM as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 462 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2018, an estimated $22K.
  • Holistic Financial Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.