Legacy Wealth Partners (California)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Legacy Wealth Partners (California)’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 Q2	$2.01M	Sell	40,489 -151	-0.4%	-$7.49K	1.12%	17
2021 Q1	$2.01M	Buy	40,640 +7,764	+24%	+$386K	1.18%	15
2020 Q4	$1.64M	Buy	32,876 +243	+0.7%	+$12.1K	1.03%	19
2020 Q3	$1.63M	Sell	32,633 -167	-0.5%	-$8.34K	1.15%	18
2020 Q2	$1.64M	Sell	32,800 -1,309	-4%	-$64.7K	1.24%	20
2020 Q1	$1.67M	Sell	34,109 -3,769	-10%	-$184K	1.55%	19
2019 Q4	$1.87M	Buy	+37,878	New	+$1.86M	1.36%	20

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 $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 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

Legacy Wealth Partners (California)'s SHM Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.37% in Q2 2021, selling an estimated $7.49K and leaving 40,489 shares worth $2.01M. The position accounts for 1.12% of the portfolio, ranked #17.

Legacy Wealth Partners (California) first reported a position in SHM in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Legacy Wealth Partners (California) held 40,489 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.01M as of Q2 2021.
Legacy Wealth Partners (California) sold 151 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $7.49K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.12% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #17 holding.
Legacy Wealth Partners (California) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.01M in Q1 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.