ODG
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O'Dell Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

O'Dell 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
2022
Q4 		– Sell
-411
Closed -$19K – 340
2022
Q3 		$19K Hold
411
– – 0.01% 232
2022
Q2 		$19K Buy
411
+1
+0.2% +$47 0.01% 232
2022
Q1 		$19K Hold
410
– – 0.01% 259
2021
Q4 		$20K Sell
410
-405
-50% -$20K 0.01% 240
2021
Q3 		$40K Buy
+815
New +$40.4K 0.01% 176
2018
Q2 		– Sell
-7,947
Closed -$380K – 43
2018
Q1 		$380K Buy
7,947
+16
+0.2% +$767 0.28% 23
2017
Q4 		$380K Buy
7,931
+28
+0.4% +$1.35K 0.28% 23
2017
Q3 		$384K Sell
7,903
-82
-1% -$4K 0.3% 21
2017
Q2 		$387K Buy
7,985
+20
+0.3% +$972 0.32% 21
2017
Q1 		$386K Buy
7,965
+25
+0.3% +$1.21K 0.34% 23
2016
Q4 		$381K Buy
+7,940
New +$383K 0.37% 24

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return