MWM
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Mattern Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mattern Wealth Management’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
Q3 		– Sell
-40,982
Closed -$2.04M – 146
2020
Q2 		$2.04M Buy
40,982
+28,606
+231% +$1.41M 0.99% 33
2020
Q1 		$605K Sell
12,376
-697
-5% -$34.1K 0.44% 72
2019
Q4 		$642K Buy
+13,073
New +$641K 0.39% 81

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mattern Wealth Management's SHM Position: Q3 2020 in Review

Mattern Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 40,982 shares — an estimated $2.04M sold.

Mattern Wealth Management first reported a position in SHM in Q4 2019 and held it in 3 quarters. The position peaked at $2.04M in Q2 2020. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

  • Mattern Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 40,982 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $2.04M.
  • Mattern Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 3 quarters.
  • Mattern Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.04M in Q2 2020.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Mattern Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.