Old Mission Investment Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Old Mission Investment Co’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 Q4	–	Sell	-9,217	Closed	-$460K	–	92
2020 Q3	$460K	Buy	9,217 +27	+0.3%	+$1.35K	0.28%	53
2020 Q2	$458K	Buy	9,190 +29	+0.3%	+$1.43K	0.32%	46
2020 Q1	$448K	Buy	9,161 +20	+0.2%	+$978	0.42%	36
2019 Q4	$449K	Buy	9,141 +43	+0.5%	+$2.11K	0.4%	41
2019 Q3	$446K	Buy	+9,098	New	+$447K	0.42%	37

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Old Mission Investment Co's SHM Position: Q4 2020 in Review

Old Mission Investment Co sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 9,217 shares — an estimated $460K sold.

Old Mission Investment Co first reported a position in SHM in Q3 2019 and held it in 5 quarters. The position peaked at $460K in Q3 2020. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

Old Mission Investment Co reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
Old Mission Investment Co sold 9,217 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $460K.
Old Mission Investment Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
Old Mission Investment Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $460K in Q3 2020.
417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Old Mission Investment Co's 13F filing for Q4 2020, filed 16 Sep 2026.