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

Ironwood Investment Counsel’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	–	Sell	-2,555	Closed	-$1.09M	–	209
2021 Q2	$1.09M	Buy	2,555 +437	+21%	+$21.7K	0.29%	78
2021 Q1	$839K	Sell	2,118 -2,394	-53%	-$119K	0.24%	81
2020 Q4	$224K	Hold	4,512	–	–	0.05%	194
2020 Q3	$225K	Buy	+4,512	New	+$225K	0.06%	178
2018 Q4	–	Sell	-4,712	Closed	-$224K	–	157
2018 Q3	$224K	Hold	4,712	–	–	0.09%	143
2018 Q2	$226K	Sell	4,712 -1,400	-23%	-$66.9K	0.1%	132
2018 Q1	$292K	Sell	6,112 -324	-5%	-$15.5K	0.13%	109
2017 Q4	$308K	Buy	6,436 +1,400	+28%	+$67.6K	0.11%	120
2017 Q3	$245K	Buy	+5,036	New	+$246K	0.1%	130

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Ironwood Investment Counsel's SHM Position: Q3 2021 in Review

Ironwood Investment Counsel sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 2,555 shares — an estimated $1.09M sold.

Ironwood Investment Counsel first reported a position in SHM in Q3 2017 and held it in 9 quarters. The position peaked at $1.09M in Q2 2021. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Ironwood Investment Counsel reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Ironwood Investment Counsel sold 2,555 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $1.09M.
Ironwood Investment Counsel first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 9 quarters.
Ironwood Investment Counsel's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.09M in Q2 2021.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Ironwood Investment Counsel's 13F filing for Q3 2021, filed 4 Nov 2021.