Madden Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Madden Advisory Services’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
2015 Q4	–	Sell	-46	Closed	-$2K	–	249
2015 Q3	$2K	Hold	46	–	–	﹤0.01%	286
2015 Q2	$2K	Buy	+46	New	+$2.23K	﹤0.01%	284
2015 Q1	–	Sell	-46	Closed	-$2K	–	236
2014 Q4	$2K	Hold	46	–	–	﹤0.01%	280
2014 Q3	$2K	Hold	46	–	–	﹤0.01%	368
2014 Q2	$2K	Hold	46	–	–	﹤0.01%	352
2014 Q1	$2K	Sell	46 -615	-93%	-$29.9K	﹤0.01%	354
2013 Q4	$32K	Hold	661	–	–	0.02%	160
2013 Q3	$32K	Hold	661	–	–	0.03%	145
2013 Q2	$32K	Buy	+661	New	+$32.1K	0.03%	147

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Madden Advisory Services's SHM Position: Q4 2015 in Review

Madden Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2015, closing a stake of 46 shares — an estimated $2K sold.

Madden Advisory Services first reported a position in SHM in Q2 2013 and held it in 9 quarters. The position peaked at $32K in Q4 2013. 227 funds tracked by Wall St. Rank hold SHM as of Q4 2015.

Madden Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 46 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2015, an estimated $2K.
Madden Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 9 quarters.
Madden Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $32K in Q4 2013.
227 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.