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

Paradigm Financial 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 Q4	$392K	Hold	7,975	–	–	0.09%	143
2021 Q3	$394K	Hold	7,975	–	–	0.09%	139
2021 Q2	$395K	Hold	7,975	–	–	0.09%	139
2021 Q1	$395K	Buy	+7,975	New	+$396K	0.1%	131

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paradigm Financial Advisors's SHM Position: Q4 2021 in Review

Paradigm Financial Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q4 2021 at 7,975 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #143.

Paradigm Financial Advisors first reported a position in SHM in Q1 2021 and has held it in 4 quarters since. The position peaked at $395K in Q2 2021. 468 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

Paradigm Financial Advisors held 7,975 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $392K as of Q4 2021.
Paradigm Financial Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q4 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #143 holding.
Paradigm Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 4 quarters since.
Paradigm Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $395K in Q2 2021.
468 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.