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Palladium Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Palladium Partners’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
2019
Q4 		– Sell
-24,521
Closed -$1.17M – 274
2019
Q3 		$1.17M Buy
24,521
+16,171
+194% +$794K 0.08% 138
2019
Q2 		$409K Sell
8,350
-6,399
-43% -$311K 0.03% 205
2019
Q1 		$715K Sell
14,749
-5,615
-28% -$271K 0.05% 171
2018
Q4 		$979K Sell
20,364
-4,157
-17% -$198K 0.08% 143
2018
Q3 		$1.17M Buy
24,521
+290
+1% +$13.9K 0.08% 145
2018
Q2 		$1.16M Buy
24,231
+75
+0.3% +$3.58K 0.08% 144
2018
Q1 		$1.16M Hold
24,156
– – 0.09% 144
2017
Q4 		$1.16M Buy
24,156
+635
+3% +$30.7K 0.08% 144
2017
Q3 		$1.14M Buy
23,521
+3,533
+18% +$172K 0.09% 141
2017
Q2 		$969K Sell
19,988
-310
-2% -$15.1K 0.08% 150
2017
Q1 		$983K Buy
20,298
+2,915
+17% +$141K 0.08% 150
2016
Q4 		$833K Buy
17,383
+7,100
+69% +$343K 0.07% 154
2016
Q3 		$502K Buy
10,283
+4,595
+81% +$225K 0.04% 187
2016
Q2 		$279K Sell
5,688
-315
-5% -$15.4K 0.03% 208
2016
Q1 		$293K Sell
6,003
-820
-12% -$40.1K 0.03% 202
2015
Q4 		$332K Buy
+6,823
New +$332K 0.03% 202
2015
Q3 		– Sell
-8,558
Closed -$416K – 236
2015
Q2 		$416K Hold
8,558
– – 0.04% 199
2015
Q1 		$416K Buy
8,558
+2,283
+36% +$111K 0.04% 207
2014
Q4 		$305K Sell
6,275
-285
-4% -$13.9K 0.03% 224
2014
Q3 		$320K Hold
6,560
– – 0.03% 217
2014
Q2 		$319K Sell
6,560
-20
-0.3% -$972 0.03% 216
2014
Q1 		$319K Hold
6,580
– – 0.03% 219
2013
Q4 		$320K Hold
6,580
– – 0.03% 218
2013
Q3 		$319K Buy
6,580
+4,942
+302% +$238K 0.03% 214
2013
Q2 		$78K Buy
+1,638
New +$79.5K 0.01% 309

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Palladium Partners's SHM Position: Q4 2019 in Review

Palladium Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2019, closing a stake of 24,521 shares — an estimated $1.17M sold.

Palladium Partners first reported a position in SHM in Q2 2013 and held it in 25 quarters. The position peaked at $1.17M in Q3 2019. 378 funds tracked by Wall St. Rank hold SHM as of Q4 2019.

  • Palladium Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Palladium Partners sold 24,521 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2019, an estimated $1.17M.
  • Palladium Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 25 quarters.
  • Palladium Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.17M in Q3 2019.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2019.

Based on Palladium Partners's 13F filing for Q4 2019, filed 6 Feb 2020.