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

Lido Advisors’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
2022 Q2	–	Sell	-10,408	Closed	-$492K	–	1053
2022 Q1	$492K	Sell	10,408 -225	-2%	-$10.8K	0.01%	609
2021 Q4	$522K	Buy	10,633 +8	+0.1%	+$394	0.01%	603
2021 Q3	$524K	Sell	10,625 -1,313	-11%	-$65.1K	0.01%	579
2021 Q2	$592K	Buy	11,938 +6	+0.1%	+$298	0.01%	498
2021 Q1	$591K	Sell	11,932 -197	-2%	-$9.79K	0.01%	462
2020 Q4	$603K	Buy	+12,129	New	+$604K	0.01%	436
2020 Q2	–	Sell	-26,655	Closed	-$1.3M	–	666
2020 Q1	$1.3M	Buy	26,655 +5,586	+27%	+$273K	0.06%	190
2019 Q4	$1.03M	Buy	21,069 +14,865	+240%	+$729K	0.04%	258
2019 Q3	$304K	Hold	6,204	–	–	0.02%	445
2019 Q2	$303K	Hold	6,204	–	–	0.02%	425
2019 Q1	$300K	Buy	+6,204	New	+$300K	0.02%	390
2018 Q4	–	Sell	-6,686	Closed	-$318K	–	477
2018 Q3	$318K	Sell	6,686 -522	-7%	-$25K	0.03%	326
2018 Q2	$345K	Sell	7,208 -341	-5%	-$16.3K	0.04%	278
2018 Q1	$360K	Buy	+7,549	New	+$362K	0.05%	251
2017 Q4	–	Sell	-8,546	Closed	-$414K	–	323
2017 Q3	$414K	Buy	+8,546	New	+$417K	0.07%	165
2016 Q2	–	Sell	-5,250	Closed	-$256K	–	178
2016 Q1	$256K	Buy	+5,250	New	+$257K	0.09%	114

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors's SHM Position: Q2 2022 in Review

Lido Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 10,408 shares — an estimated $492K sold.

Lido Advisors first reported a position in SHM in Q1 2016 and held it in 16 quarters. The position peaked at $1.3M in Q1 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Lido Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 10,408 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $492K.
Lido Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and held it in 16 quarters.
Lido Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.3M in Q1 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.