Magnus Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Magnus Financial Group’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
2020 Q2	–	Sell	-16,108	Closed	-$788K	–	746
2020 Q1	$788K	Buy	16,108 +238	+1%	+$11.6K	0.11%	94
2019 Q4	$779K	Buy	15,870 +10	+0.1%	+$490	0.11%	84
2019 Q3	$777K	Buy	15,860 +56	+0.4%	+$2.75K	0.15%	77
2019 Q2	$773K	Sell	15,804 -479	-3%	-$23.3K	0.15%	75
2019 Q1	$789K	Sell	16,283 -23	-0.1%	-$1.11K	0.16%	67
2018 Q4	$784K	Buy	+16,306	New	+$778K	0.21%	55

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Magnus Financial Group's SHM Position: Q2 2020 in Review

Magnus Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 16,108 shares — an estimated $788K sold.

Magnus Financial Group first reported a position in SHM in Q4 2018 and held it in 6 quarters. The position peaked at $789K in Q1 2019. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

Magnus Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Magnus Financial Group sold 16,108 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $788K.
Magnus Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 6 quarters.
Magnus Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $789K in Q1 2019.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.