Independence Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Independence Advisors’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
2020 Q3	$2.24M	Hold	44,850	–	–	0.48%	28
2020 Q2	$2.24M	Hold	44,850	–	–	0.51%	28
2020 Q1	$2.19M	Hold	44,850	–	–	0.61%	24
2019 Q4	$2.2M	Hold	44,850	–	–	0.53%	26
2019 Q3	$2.2M	Hold	44,850	–	–	0.53%	23
2019 Q2	$2.19M	Hold	44,850	–	–	0.56%	23
2019 Q1	$2.17M	Hold	44,850	–	–	0.61%	22
2018 Q4	$2.15M	Sell	44,850 -70,565	-61%	-$3.37M	0.72%	19
2018 Q3	$5.5M	Sell	115,415 -5,200	-4%	-$249K	1.64%	13
2018 Q2	$5.79M	Sell	120,615 -9,975	-8%	-$476K	1.85%	12
2018 Q1	$6.25M	Buy	130,590 +21,165	+19%	+$1.01M	2.06%	12
2017 Q4	$5.24M	Buy	+109,425	New	+$5.28M	1.77%	12

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Independence Advisors's SHM Position: Q3 2020 in Review

Independence Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2020 at 44,850 shares worth $2.24M. The position accounts for 0.48% of the portfolio, ranked #28.

Independence Advisors first reported a position in SHM in Q4 2017 and has held it in 12 quarters since. The position peaked at $6.25M in Q1 2018. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

Independence Advisors held 44,850 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.24M as of Q3 2020.
Independence Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2020.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.48% of Independence Advisors's portfolio in Q3 2020, its #28 holding.
Independence Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 12 quarters since.
Independence Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.25M in Q1 2018.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.