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

Merriman 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 Q1	–	Sell	-5,486	Closed	-$269K	–	195
2019 Q4	$269K	Sell	5,486 -1,208	-18%	-$59.2K	0.05%	153
2019 Q3	$328K	Sell	6,694 -5,616	-46%	-$276K	0.07%	138
2019 Q2	$6.02K	Buy	12,310 +15	+0.1%	+$729	0.12%	111
2019 Q1	$596K	Sell	12,295 -7,496	-38%	-$362K	0.11%	116
2018 Q4	$951K	Buy	19,791 +2,635	+15%	+$126K	0.21%	64
2018 Q3	$818K	Buy	17,156 +4,026	+31%	+$193K	0.17%	93
2018 Q2	$630K	Sell	13,130 -43,065	-77%	-$2.06M	0.14%	96
2018 Q1	$2.69M	Buy	+56,195	New	+$2.69M	0.71%	33

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Merriman Wealth Management's SHM Position: Q1 2020 in Review

Merriman Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 5,486 shares — an estimated $269K sold.

Merriman Wealth Management first reported a position in SHM in Q1 2018 and held it in 8 quarters. The position peaked at $2.69M in Q1 2018. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Merriman Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 5,486 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $269K.
Merriman Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 8 quarters.
Merriman Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.69M in Q1 2018.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.