M Holdings Securities’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-7,900	Closed	-$383K	–	312
2019 Q1	$383K	Sell	7,900 -221	-3%	-$10.7K	0.09%	243
2018 Q4	$390K	Sell	8,121 -131	-2%	-$6.25K	0.12%	205
2018 Q3	$394K	Buy	8,252 +2,529	+44%	+$121K	0.1%	230
2018 Q2	$275K	Buy	+5,723	New	+$273K	0.08%	279

Other funds holding SHM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

M Holdings Securities's SHM Position: Q2 2019 in Review

M Holdings Securities sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2019, closing a stake of 7,900 shares — an estimated $383K sold.

M Holdings Securities first reported a position in SHM in Q2 2018 and held it in 4 quarters. The position peaked at $394K in Q3 2018. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

M Holdings Securities reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
M Holdings Securities sold 7,900 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2019, an estimated $383K.
M Holdings Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 4 quarters.
M Holdings Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $394K in Q3 2018.
354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on M Holdings Securities's 13F filing for Q2 2019, filed 16 Aug 2019.