Nachman Norwood & Parrott’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$750K	Hold	15,124	–	–	0.08%	153
2021 Q1	$750K	Hold	15,124	–	–	0.08%	148
2020 Q4	$753K	Hold	15,124	–	–	0.09%	140
2020 Q3	$754K	Hold	15,124	–	–	0.1%	127
2020 Q2	$754K	Hold	15,124	–	–	0.12%	120
2020 Q1	$740K	Hold	15,124	–	–	0.15%	104
2019 Q4	$743K	Hold	15,124	–	–	0.12%	132
2019 Q3	$741K	Hold	15,124	–	–	0.13%	126
2019 Q2	$740K	Hold	15,124	–	–	0.13%	122
2019 Q1	$733K	Hold	15,124	–	–	0.14%	117
2018 Q4	$727K	Buy	+15,124	New	+$722K	0.15%	110

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Nachman Norwood & Parrott's SHM Position: Q2 2021 in Review

Nachman Norwood & Parrott held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2021 at 15,124 shares worth $750K. The position accounts for 0.08% of the portfolio, ranked #153.

Nachman Norwood & Parrott first reported a position in SHM in Q4 2018 and has held it in 11 quarters since. The position peaked at $754K in Q3 2020. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Nachman Norwood & Parrott held 15,124 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $750K as of Q2 2021.
Nachman Norwood & Parrott left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #153 holding.
Nachman Norwood & Parrott first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $754K in Q3 2020.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.