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

iAB Financial Bank’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
2016
Q3 		– Sell
-4,500
Closed -$221K – 122
2016
Q2 		$221K Buy
+4,500
New +$220K 0.14% 114

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

iAB Financial Bank's SHM Position: Q3 2016 in Review

iAB Financial Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2016, closing a stake of 4,500 shares — an estimated $221K sold.

iAB Financial Bank first reported a position in SHM in Q2 2016 and held it in 1 quarter. The position peaked at $221K in Q2 2016. 226 funds tracked by Wall St. Rank hold SHM as of Q3 2016.

  • iAB Financial Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2016 after selling out during the quarter.
  • iAB Financial Bank sold 4,500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2016, an estimated $221K.
  • iAB Financial Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and held it in 1 quarter.
  • iAB Financial Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $221K in Q2 2016.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2016.

Based on iAB Financial Bank's 13F filing for Q3 2016, filed 24 Oct 2016.