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

Next Financial Group’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
Q4 		$11K Buy
229
+102
+80% +$5.03K ﹤0.01% 2158
2021
Q3 		$6K Hold
127
– – ﹤0.01% 2213
2021
Q2 		$6K Buy
127
+1
+0.8% +$50 ﹤0.01% 2160
2021
Q1 		$6K Hold
126
– – ﹤0.01% 2049
2020
Q4 		$6K Buy
126
+20
+19% +$996 ﹤0.01% 1942
2020
Q3 		$5K Buy
+106
New +$5.29K ﹤0.01% 1862
2020
Q2 		– Sell
-1,310
Closed -$64K – 1671
2020
Q1 		$64K Buy
1,310
+2
+0.2% +$98 0.01% 905
2019
Q4 		$64K Buy
1,308
+7
+0.5% +$343 0.01% 1100
2019
Q3 		$64K Buy
1,301
+166
+15% +$8.15K 0.01% 1066
2019
Q2 		$56K Buy
+1,135
New +$55.2K 0.01% 1128
2019
Q1 		– Sell
-670
Closed -$32K – 2059
2018
Q4 		$32K Buy
+670
New +$32K 0.01% 951
2017
Q4 		– Sell
-2,280
Closed -$111K – 1212
2017
Q3 		$111K Hold
2,280
– – 0.03% 454
2017
Q2 		$111K Hold
2,280
– – 0.03% 511
2017
Q1 		$111K Sell
2,280
-250
-10% -$12.1K 0.03% 458
2016
Q4 		$121K Sell
2,530
-770
-23% -$37.2K 0.02% 623
2016
Q3 		$161K Buy
3,300
+1,020
+45% +$50K 0.03% 523
2016
Q2 		$111K Sell
2,280
-4,610
-67% -$226K 0.04% 430
2016
Q1 		$336K Sell
6,890
-50
-0.7% -$2.45K 0.12% 178
2015
Q4 		$338K Sell
6,940
-735
-10% -$35.8K 0.13% 163
2015
Q3 		$373K Buy
7,675
+6,725
+708% +$327K 0.13% 163
2015
Q2 		$46K Buy
+950
New +$46K 0.02% 690
2014
Q4 		– Sell
-46
Closed -$2K – 2305
2014
Q3 		$2K Buy
+46
New +$2.24K ﹤0.01% 2334

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Next Financial Group's SHM Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 80% in Q4 2021, buying an estimated $5.03K and bringing the position to 229 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Next Financial Group first reported a position in SHM in Q3 2014 and has held it in 22 quarters since. The position peaked at $373K in Q3 2015. 468 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

  • Next Financial Group held 229 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $11K as of Q4 2021.
  • Next Financial Group bought 102 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2021, an estimated $5.03K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2158 holding.
  • Next Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $373K in Q3 2015.
  • 468 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.