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

Paracle 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
2015 Q2	–	Sell	-5,328	Closed	-$259K	–	35
2015 Q1	$259K	Buy	5,328 +13	+0.2%	+$633	0.17%	30
2014 Q4	$258K	Buy	5,315 +12	+0.2%	+$585	0.17%	35
2014 Q3	$258K	Buy	+5,303	New	+$259K	0.2%	33

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Paracle Advisors's SHM Position: Q2 2015 in Review

Paracle Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2015, closing a stake of 5,328 shares — an estimated $259K sold.

Paracle Advisors first reported a position in SHM in Q3 2014 and held it in 3 quarters. The position peaked at $259K in Q1 2015. 197 funds tracked by Wall St. Rank hold SHM as of Q2 2015.

Paracle Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2015 after selling out during the quarter.
Paracle Advisors sold 5,328 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2015, an estimated $259K.
Paracle Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and held it in 3 quarters.
Paracle Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $259K in Q1 2015.
197 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2015.

Based on Paracle Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.