Optimum Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Optimum Investment Advisors’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 Q3	–	Sell	-10,000	Closed	-$496K	–	917
2021 Q2	$496K	Hold	10,000	–	–	0.15%	148
2021 Q1	$496K	Hold	10,000	–	–	0.15%	147
2020 Q4	$498K	Hold	10,000	–	–	0.15%	133
2020 Q3	$499K	Hold	10,000	–	–	0.17%	130
2020 Q2	$499K	Hold	10,000	–	–	0.17%	134
2020 Q1	$489K	Hold	10,000	–	–	0.2%	125
2019 Q4	$491K	Hold	10,000	–	–	0.15%	164
2019 Q3	$490K	Hold	10,000	–	–	0.15%	157
2019 Q2	$489K	Hold	10,000	–	–	0.16%	155
2019 Q1	$485K	Buy	10,000 +1,600	+19%	+$77.3K	0.16%	152
2018 Q4	$404K	Buy	8,400 +900	+12%	+$42.9K	0.14%	164
2018 Q3	$358K	Buy	7,500 +2,500	+50%	+$120K	0.1%	201
2018 Q2	$240K	Hold	5,000	–	–	0.07%	270
2018 Q1	$239K	Buy	+5,000	New	+$240K	0.07%	261
2017 Q4	–	Sell	-5,000	Closed	-$243K	–	317
2017 Q3	$243K	Buy	+5,000	New	+$244K	0.08%	257

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

Optimum Investment Advisors's SHM Position: Q3 2021 in Review

Optimum Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 10,000 shares — an estimated $496K sold.

Optimum Investment Advisors first reported a position in SHM in Q3 2017 and held it in 15 quarters. The position peaked at $499K in Q3 2020. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Optimum Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 10,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $496K.
Optimum Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 15 quarters.
Optimum Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $499K in Q3 2020.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.