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

Pacific Edge 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	$9.24M	Buy	186,980 +25,000	+15%	+$1.24M	4.49%	7
2021 Q2	$8.03M	Buy	161,980 +18,160	+13%	+$901K	4.17%	7
2021 Q1	$7.13M	Buy	143,820 +14,870	+12%	+$739K	3.43%	9
2020 Q4	$6.42M	Buy	128,950 +19,700	+18%	+$981K	3.34%	9
2020 Q3	$5.45M	Buy	109,250 +1,120	+1%	+$55.9K	3.14%	9
2020 Q2	$5.39M	Buy	108,130 +21,980	+26%	+$1.09M	3.18%	9
2020 Q1	$4.21M	Sell	86,150 -8,290	-9%	-$405K	3.01%	7
2019 Q4	$4.64M	Sell	94,440 -14,590	-13%	-$715K	2.83%	10
2019 Q3	$5.34M	Sell	109,030 -6,110	-5%	-$300K	3.49%	9
2019 Q2	$5.63M	Buy	115,140 +8,800	+8%	+$428K	3.72%	9
2019 Q1	$5.16M	Buy	106,340 +30,440	+40%	+$1.47M	3.12%	10
2018 Q4	$3.65M	Sell	75,900 -6,400	-8%	-$305K	2.32%	13
2018 Q3	$3.92M	Sell	82,300 -3,500	-4%	-$168K	2.17%	12
2018 Q2	$4.12M	Buy	85,800 +23,500	+38%	+$1.12M	2.27%	11
2018 Q1	$2.98M	Sell	62,300 -22,000	-26%	-$1.05M	1.83%	11
2017 Q4	$4.04M	Buy	+84,300	New	+$4.07M	2.86%	11

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

Pacific Edge Advisors's SHM Position: Q3 2021 in Review

Pacific Edge Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q3 2021, buying an estimated $1.24M and bringing the position to 186,980 shares worth $9.24M. The position accounts for 4.49% of the portfolio, ranked #7.

Pacific Edge Advisors first reported a position in SHM in Q4 2017 and has held it in 16 quarters since. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Pacific Edge Advisors held 186,980 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.24M as of Q3 2021.
Pacific Edge Advisors bought 25,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $1.24M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 4.49% of Pacific Edge Advisors's portfolio in Q3 2021, its #7 holding.
Pacific Edge Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 16 quarters since.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.