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

Ironsides Asset 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
2018
Q4 		– Sell
-6,074
Closed -$290K – 101
2018
Q3 		$290K Hold
6,074
– – 0.09% 93
2018
Q2 		$291K Sell
6,074
-17,375
-74% -$830K 0.1% 91
2018
Q1 		$1.12M Sell
23,449
-17,450
-43% -$837K 0.43% 33
2017
Q4 		$1.96M Sell
40,899
-14,900
-27% -$719K 0.76% 21
2017
Q3 		$2.71M Buy
55,799
+330
+0.6% +$16.1K 1.11% 14
2017
Q2 		$2.69M Hold
55,469
– – 1.17% 14
2017
Q1 		$2.69M Buy
55,469
+10,670
+24% +$515K 1.18% 14
2016
Q4 		$2.15M Buy
44,799
+730
+2% +$35.3K 0.59% 44
2016
Q3 		$2.15M Buy
44,069
+9,950
+29% +$488K 0.58% 40
2016
Q2 		$1.68M Sell
34,119
-29,750
-47% -$1.46M 0.51% 41
2016
Q1 		$3.12M Sell
63,869
-1,978
-3% -$96.8K 0.78% 23
2015
Q4 		$3.21M Sell
65,847
-1,400
-2% -$68.2K 0.86% 22
2015
Q3 		$3.28M Buy
67,247
+1,772
+3% +$86.2K 0.92% 20
2015
Q2 		$3.18M Hold
65,475
– – 0.9% 19
2015
Q1 		$3.19M Buy
65,475
+1,500
+2% +$73.1K 0.86% 21
2014
Q4 		$3.11M Sell
63,975
-1,350
-2% -$65.8K 0.85% 25
2014
Q3 		$3.19M Hold
65,325
– – 0.92% 20
2014
Q2 		$3.18M Buy
+65,325
New +$3.18M 0.92% 22

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ironsides Asset Advisors's SHM Position: Q4 2018 in Review

Ironsides Asset Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 6,074 shares — an estimated $290K sold.

Ironsides Asset Advisors first reported a position in SHM in Q2 2014 and held it in 18 quarters. The position peaked at $3.28M in Q3 2015. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

  • Ironsides Asset Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Ironsides Asset Advisors sold 6,074 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $290K.
  • Ironsides Asset Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2014 and held it in 18 quarters.
  • Ironsides Asset Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.28M in Q3 2015.
  • 343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Ironsides Asset Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.