Mariner Independent Advisor Network’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.58M	Sell	34,387 -3,457	-9%	-$163K	0.07%	289
2022 Q2	$1.79M	Buy	37,844 +1,863	+5%	+$87.5K	0.08%	271
2022 Q1	$1.7M	Buy	+35,981	New	+$1.73M	0.07%	286
2021 Q4	–	Sell	-52,666	Closed	-$2.6M	–	501
2021 Q3	$2.6M	Sell	52,666 -37,086	-41%	-$1.84M	0.13%	181
2021 Q2	$4.45M	Sell	89,752 -10,864	-11%	-$539K	0.2%	128
2021 Q1	$4.98M	Sell	100,616 -34,770	-26%	-$1.73M	0.26%	98
2020 Q4	$6.74M	Buy	135,386 +50,876	+60%	+$2.53M	0.36%	65
2020 Q3	$4.21M	Buy	84,510 +23,767	+39%	+$1.19M	0.35%	68
2020 Q2	$3.02M	Buy	+60,743	New	+$3M	0.28%	92
2020 Q1	–	Sell	-11,962	Closed	-$587K	–	397
2019 Q4	$587K	Sell	11,962 -1,349	-10%	-$66.1K	0.04%	300
2019 Q3	$651K	Sell	13,311 -1,771	-12%	-$86.9K	0.05%	290
2019 Q2	$737K	Buy	15,082 +2,150	+17%	+$105K	0.06%	273
2019 Q1	$626K	Buy	+12,932	New	+$625K	0.05%	281
2018 Q4	–	Sell	-10,369	Closed	-$493K	–	368
2018 Q3	$493K	Buy	+10,369	New	+$497K	0.06%	186

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mariner Independent Advisor Network's SHM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.1% in Q3 2022, selling an estimated $163K and leaving 34,387 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #289.

Mariner Independent Advisor Network first reported a position in SHM in Q3 2018 and has held it in 14 quarters since. The position peaked at $6.74M in Q4 2020. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Mariner Independent Advisor Network held 34,387 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.58M as of Q3 2022.
Mariner Independent Advisor Network sold 3,457 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $163K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #289 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and has held it in 14 quarters since.
Mariner Independent Advisor Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.74M in Q4 2020.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.