LWM
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LBA Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

LBA Wealth Management’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 		$6.27M Buy
129,372
+8,400
+7% +$405K 3.3% 8
2016
Q4 		$5.8M Sell
120,972
-10,625
-8% -$513K 3.18% 8
2016
Q3 		$6.43M Buy
131,597
+7,000
+6% +$343K 3.63% 6
2016
Q2 		$6.12M Buy
124,597
+9,200
+8% +$450K 3.43% 7
2016
Q1 		$5.63M Sell
115,397
-5,150
-4% -$252K 3.26% 7
2015
Q4 		$5.87M Buy
120,547
+13,047
+12% +$636K 3.38% 7
2015
Q3 		$5.24M Sell
107,500
-7,800
-7% -$379K 3.3% 7
2015
Q2 		$5.6M Buy
115,300
+10,750
+10% +$521K 3.51% 6
2015
Q1 		$5.08M Sell
104,550
-1,500
-1% -$73.1K 3.21% 7
2014
Q4 		$5.15M Buy
106,050
+14,250
+16% +$694K 3.41% 6
2014
Q3 		$4.48M Buy
91,800
+8,750
+11% +$427K 3.11% 6
2014
Q2 		$4.04M Buy
83,050
+2,000
+2% +$97.2K 3.29% 5
2014
Q1 		$3.93M Buy
81,050
+2,000
+3% +$97.4K 3.22% 5
2013
Q4 		$3.84M Buy
+79,050
New +$3.84M 3.16% 6

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's SHM Position: Q1 2017 in Review

LBA Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.9% in Q1 2017, buying an estimated $405K and bringing the position to 129,372 shares worth $6.27M. The position accounts for 3.3% of the portfolio, ranked #8.

LBA Wealth Management first reported a position in SHM in Q4 2013 and has held it in 14 quarters since. The position peaked at $6.43M in Q3 2016. 266 funds tracked by Wall St. Rank hold SHM as of Q1 2017.

  • LBA Wealth Management held 129,372 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.27M as of Q1 2017.
  • LBA Wealth Management bought 8,400 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2017, an estimated $405K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 3.3% of LBA Wealth Management's portfolio in Q1 2017, its #8 holding.
  • LBA Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.43M in Q3 2016.
  • 266 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.