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Live Your Vision’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Live Your Vision’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
2019
Q1 		$5.3M Buy
109,529
+18,181
+20% +$878K 1.61% 14
2018
Q4 		$4.4M Sell
91,348
-48,870
-35% -$2.33M 1.48% 15
2018
Q3 		$6.69M Buy
140,218
+4,609
+3% +$221K 2.13% 14
2018
Q2 		$6.51M Sell
135,609
-9,243
-6% -$442K 2.16% 14
2018
Q1 		$6.9M Buy
144,852
+56,117
+63% +$2.69M 2.33% 13
2017
Q4 		$4.26M Sell
88,735
-34,886
-28% -$1.68M 1.43% 18
2017
Q3 		$6.01M Buy
123,621
+2,988
+2% +$146K 2.14% 15
2017
Q2 		$5.88M Buy
120,633
+1,379
+1% +$67K 2.19% 15
2017
Q1 		$5.78M Buy
119,254
+343
+0.3% +$16.6K 2.26% 14
2016
Q4 		$5.7M Sell
118,911
-28,350
-19% -$1.37M 2.42% 12
2016
Q3 		$7.19M Buy
147,261
+63,391
+76% +$3.11M 3.07% 11
2016
Q2 		$4.12M Buy
83,870
+3,724
+5% +$182K 1.88% 18
2016
Q1 		$3.91M Buy
80,146
+3,669
+5% +$179K 1.85% 18
2015
Q4 		$3.73M Sell
76,477
-11,721
-13% -$571K 1.79% 22
2015
Q3 		$4.3M Sell
88,198
-7,920
-8% -$385K 2.02% 19
2015
Q2 		$4.66M Buy
96,118
+404
+0.4% +$19.6K 2.16% 17
2015
Q1 		$4.66M Buy
95,714
+17,733
+23% +$864K 2.21% 15
2014
Q4 		$3.8M Buy
77,981
+22,594
+41% +$1.1M 1.89% 20
2014
Q3 		$2.7M Buy
55,387
+4,307
+8% +$210K 1.42% 20
2014
Q2 		$2.49M Buy
51,080
+10,279
+25% +$500K 1.3% 20
2014
Q1 		$1.98M Buy
40,801
+5,721
+16% +$278K 1.05% 19
2013
Q4 		$1.7M Buy
35,080
+13,525
+63% +$656K 0.94% 20
2013
Q3 		$1.04M Buy
+21,555
New +$1.04M 0.6% 21

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Live Your Vision's SHM Position: Q1 2019 in Review

Live Your Vision increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 20% in Q1 2019, buying an estimated $878K and bringing the position to 109,529 shares worth $5.3M. The position accounts for 1.61% of the portfolio, ranked #14.

Live Your Vision first reported a position in SHM in Q3 2013 and has held it in 23 quarters since. The position peaked at $7.19M in Q3 2016. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

  • Live Your Vision held 109,529 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.3M as of Q1 2019.
  • Live Your Vision bought 18,181 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $878K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.61% of Live Your Vision's portfolio in Q1 2019, its #14 holding.
  • Live Your Vision first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and has held it in 23 quarters since.
  • Live Your Vision's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.19M in Q3 2016.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.