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

Liberty 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
2021 Q4	–	Sell	-79	Closed	-$4K	–	935
2021 Q3	$4K	Sell	79 -68	-46%	-$3.37K	﹤0.01%	984
2021 Q2	$7K	Buy	147 +68	+86%	+$3.37K	﹤0.01%	735
2021 Q1	$3K	Hold	79	–	–	﹤0.01%	780
2020 Q4	$3K	Buy	+79	New	+$3.93K	﹤0.01%	776
2020 Q2	–	Sell	-99	Closed	-$5K	–	970
2020 Q1	$5K	Buy	99 +1	+1%	+$49	﹤0.01%	589
2019 Q4	$5K	Buy	+98	New	+$4.8K	﹤0.01%	678

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Liberty Wealth Management's SHM Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2021, closing a stake of 79 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in SHM in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 468 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 79 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 6 quarters.
Liberty Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7K in Q2 2021.
468 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.