Integrated Wealth Management (Palm Desert)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$1.04M	Sell	21,541 -34	-0.2%	-$1.64K	0.35%	79
2016 Q4	$1.03M	Sell	21,575 -300	-1%	-$14.5K	0.39%	76
2016 Q3	$1.07M	Sell	21,875 -200	-0.9%	-$9.81K	0.38%	67
2016 Q2	$1.08M	Hold	22,075	–	–	0.42%	58
2016 Q1	$1.08M	Sell	22,075 -600	-3%	-$29.4K	0.45%	55
2015 Q4	$1.1M	Sell	22,675 -300	-1%	-$14.6K	0.48%	51
2015 Q3	$1.12M	Hold	22,975	–	–	0.49%	50
2015 Q2	$1.12M	Buy	22,975 +951	+4%	+$46.1K	0.43%	55
2015 Q1	$1.07M	Buy	+22,024	New	+$1.07M	0.45%	51

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.21B AUM 6.83% 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

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

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

Integrated Wealth Management (Palm Desert)'s SHM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.16% in Q1 2017, selling an estimated $1.64K and leaving 21,541 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #79.

Integrated Wealth Management (Palm Desert) first reported a position in SHM in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2015. 266 funds tracked by Wall St. Rank hold SHM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 21,541 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.04M as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 34 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2017, an estimated $1.64K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.35% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #79 holding.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.12M in Q3 2015.
266 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.