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

McNamara Financial 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
2022
Q2 		– Sell
-11,334
Closed -$536K – 61
2022
Q1 		$536K Buy
11,334
+17
+0.2% +$819 0.15% 32
2021
Q4 		$557K Sell
11,317
-93
-0.8% -$4.58K 0.15% 31
2021
Q3 		$564K Buy
11,410
+74
+0.7% +$3.67K 0.15% 28
2021
Q2 		$562K Buy
11,336
+1,720
+18% +$85.3K 0.16% 28
2021
Q1 		$479K Buy
9,616
+84
+0.9% +$4.17K 0.15% 28
2020
Q4 		$475K Hold
9,532
– – 0.16% 27
2020
Q3 		$475K Buy
9,532
+114
+1% +$5.69K 0.16% 27
2020
Q2 		$470K Sell
9,418
-998
-10% -$49.3K 0.17% 26
2020
Q1 		$509K Sell
10,416
-272
-3% -$13.3K 0.21% 23
2019
Q4 		$525K Sell
10,688
-945
-8% -$46.3K 0.19% 27
2019
Q3 		$569K Sell
11,633
-494
-4% -$24.3K 0.23% 25
2019
Q2 		$588K Hold
12,127
– – 0.25% 24
2019
Q1 		$583K Sell
12,127
-54,323
-82% -$2.62M 0.27% 23
2018
Q4 		$3.17M Hold
66,450
– – 1.34% 14
2018
Q3 		$3.17M Buy
66,450
+297
+0.4% +$14.2K 1.33% 14
2018
Q2 		$3.17M Buy
+66,153
New +$3.16M 1.4% 14
2017
Q2 		– Sell
-4,186
Closed -$203K – 36
2017
Q1 		$203K Sell
4,186
-5,412
-56% -$261K 0.11% 34
2016
Q4 		$460K Buy
+9,598
New +$464K 0.25% 21
2016
Q2 		– Sell
-4,287
Closed -$209K – 36
2016
Q1 		$209K Buy
+4,287
New +$210K 0.13% 34

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McNamara Financial Services's SHM Position: Q2 2022 in Review

McNamara Financial Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 11,334 shares — an estimated $536K sold.

McNamara Financial Services first reported a position in SHM in Q1 2016 and held it in 19 quarters. The position peaked at $3.17M in Q2 2018. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

  • McNamara Financial Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • McNamara Financial Services sold 11,334 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $536K.
  • McNamara Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and held it in 19 quarters.
  • McNamara Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.17M in Q2 2018.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on McNamara Financial Services's 13F filing for Q2 2022, filed 13 Jul 2022.