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Homrich & Berg’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Homrich & Berg’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
2021
Q1 		– Sell
-5,166
Closed -$257K – 428
2020
Q4 		$257K Buy
+5,166
New +$257K 0.01% 348

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Homrich & Berg's SHM Position: Q1 2021 in Review

Homrich & Berg sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 5,166 shares — an estimated $257K sold.

Homrich & Berg first reported a position in SHM in Q4 2020 and held it in 1 quarter. The position peaked at $257K in Q4 2020. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

  • Homrich & Berg reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Homrich & Berg sold 5,166 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $257K.
  • Homrich & Berg first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Homrich & Berg's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $257K in Q4 2020.
  • 426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Homrich & Berg's 13F filing for Q1 2021, filed 17 May 2021.