Moisand Fitzgerald Tamayo’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Moisand Fitzgerald Tamayo’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	-51	Closed	-$3K	–	286
2019 Q4	$3K	Hold	51	–	–	﹤0.01%	241
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	251
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	254
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	258
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	251
2018 Q3	$2K	Hold	51	–	–	﹤0.01%	276
2018 Q2	$2K	Hold	51	–	–	﹤0.01%	262
2018 Q1	$2K	Hold	51	–	–	﹤0.01%	298
2017 Q4	$2K	Sell	51 -1,785	-97%	-$86.2K	﹤0.01%	259
2017 Q3	$89K	Buy	+1,836	New	+$89.5K	0.05%	93
2016 Q2	–	Sell	-153	Closed	-$7K	–	173
2016 Q1	$7K	Sell	153 -945	-86%	-$46.2K	0.01%	169
2015 Q4	$53K	Buy	+1,098	New	+$53.5K	0.05%	92

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 $281M AUM 18.28% 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

Moisand Fitzgerald Tamayo's SHM Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 51 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in SHM in Q4 2015 and held it in 12 quarters. The position peaked at $89K in Q3 2017. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 51 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $3K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $89K in Q3 2017.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.