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Investment Security Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Investment Security Group’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
Q3 		$568K Buy
11,502
+21
+0.2% +$1.04K 0.23% 14
2021
Q2 		$569K Buy
11,481
+23
+0.2% +$1.14K 0.22% 15
2021
Q1 		$568K Buy
11,458
+19
+0.2% +$944 0.28% 13
2020
Q4 		$570K Buy
+11,439
New +$570K 0.3% 11

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investment Security Group's SHM Position: Q3 2021 in Review

Investment Security Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.18% in Q3 2021, buying an estimated $1.04K and bringing the position to 11,502 shares worth $568K. The position accounts for 0.23% of the portfolio, ranked #14.

Investment Security Group first reported a position in SHM in Q4 2020 and has held it in 4 quarters since. The position peaked at $570K in Q4 2020. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

  • Investment Security Group held 11,502 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $568K as of Q3 2021.
  • Investment Security Group bought 21 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $1.04K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.23% of Investment Security Group's portfolio in Q3 2021, its #14 holding.
  • Investment Security Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Investment Security Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $570K in Q4 2020.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Investment Security Group's 13F filing for Q3 2021, filed 18 Oct 2021.