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

Ironwood Financial’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
2016 Q2	–	Sell	-410	Closed	-$20K	–	289
2016 Q1	$20K	Buy	+410	New	+$20.1K	0.02%	135
2015 Q3	$2.74M	Buy	56,214 +2,559	+5%	+$124K	1.35%	19
2015 Q2	$2.61M	Buy	53,655 +5,782	+12%	+$280K	1.24%	22
2015 Q1	$2.33M	Buy	+47,873	New	+$2.33M	1.12%	24

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 $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ironwood Financial's SHM Position: Q2 2016 in Review

Ironwood Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2016, closing a stake of 410 shares — an estimated $20K sold.

Ironwood Financial first reported a position in SHM in Q1 2015 and held it in 4 quarters. The position peaked at $2.74M in Q3 2015. 220 funds tracked by Wall St. Rank hold SHM as of Q2 2016.

Ironwood Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2016 after selling out during the quarter.
Ironwood Financial sold 410 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2016, an estimated $20K.
Ironwood Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and held it in 4 quarters.
Ironwood Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.74M in Q3 2015.
220 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2016.

Based on Ironwood Financial's 13F filing for Q2 2016, filed 29 Jul 2016.