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Pacific Capital Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Pacific Capital Wealth 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
2020
Q4 		– Sell
-30
Closed -$1K – 169
2020
Q3 		$1K Buy
+30
New +$1.5K ﹤0.01% 207

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Pacific Capital Wealth Advisors's SHM Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Pacific Capital Wealth Advisors first reported a position in SHM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 30 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $1K.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1K 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 Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.