Independent Portfolio Consultants’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$1.14M	Sell	23,591 -13,400	-36%	-$652K	0.47%	36
2017 Q1	$1.79M	Sell	36,991 -870	-2%	-$42K	0.62%	21
2016 Q4	$1.81M	Sell	37,861 -395	-1%	-$19.1K	0.6%	26
2016 Q3	$1.87M	Buy	38,256 +10,620	+38%	+$521K	0.59%	28
2016 Q2	$1.36M	Sell	27,636 -685	-2%	-$33.5K	0.43%	49
2016 Q1	$1.38M	Sell	28,321 -3,504	-11%	-$171K	0.39%	74
2015 Q4	$1.55M	Sell	31,825 -3,555	-10%	-$173K	0.46%	58
2015 Q3	$1.72M	Sell	35,380 -330	-0.9%	-$16K	0.37%	85
2015 Q2	$1.73M	Sell	35,710 -75	-0.2%	-$3.63K	0.35%	93
2015 Q1	$1.74M	Sell	35,785 -3,220	-8%	-$157K	0.36%	99
2014 Q4	$1.9M	Sell	39,005 -165	-0.4%	-$8.04K	0.38%	86
2014 Q3	$1.91M	Sell	39,170 -755	-2%	-$36.8K	0.52%	35
2014 Q2	$1.94M	Sell	39,925 -2,755	-6%	-$134K	0.54%	33
2014 Q1	$2.07M	Buy	+42,680	New	+$2.08M	0.66%	20

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Portfolio Consultants's SHM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 36% in Q2 2017, selling an estimated $652K and leaving 23,591 shares worth $1.14M. The position accounts for 0.47% of the portfolio, ranked #36.

Independent Portfolio Consultants first reported a position in SHM in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.07M in Q1 2014. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

Independent Portfolio Consultants held 23,591 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.14M as of Q2 2017.
Independent Portfolio Consultants sold 13,400 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $652K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.47% of Independent Portfolio Consultants's portfolio in Q2 2017, its #36 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.07M in Q1 2014.
269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.