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

Parkside 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
-5,839
Closed -$291K – 72
2020
Q3 		$291K Sell
5,839
-2,487
-30% -$124K 0.13% 53
2020
Q2 		$415K Sell
8,326
-291
-3% -$14.4K 0.19% 41
2020
Q1 		$421K Sell
8,617
-31,636
-79% -$1.55M 0.23% 34
2019
Q4 		$1.98M Sell
40,253
-34,094
-46% -$1.67M 0.88% 18
2019
Q3 		$3.64M Sell
74,347
-7,448
-9% -$366K 1.92% 14
2019
Q2 		$4M Buy
81,795
+1,869
+2% +$90.9K 2.21% 13
2019
Q1 		$3.88M Sell
79,926
-3,258
-4% -$157K 2.2% 13
2018
Q4 		$4M Sell
83,184
-4,625
-5% -$221K 2.44% 12
2018
Q3 		$4.19M Sell
87,809
-1,065
-1% -$51.1K 2.8% 10
2018
Q2 		$4.26M Sell
88,874
-2,394
-3% -$114K 3.02% 10
2018
Q1 		$4.36M Sell
91,268
-1,873
-2% -$89.8K 3.11% 10
2017
Q4 		$4.46M Sell
93,141
-1,426
-2% -$68.9K 3.14% 10
2017
Q3 		$4.6M Sell
94,567
-570
-0.6% -$27.8K 3.26% 10
2017
Q2 		$4.61M Buy
95,137
+737
+0.8% +$35.8K 3.29% 10
2017
Q1 		$4.57M Buy
94,400
+513
+0.5% +$24.8K 3.31% 10
2016
Q4 		$4.5M Buy
93,887
+1,357
+1% +$65.5K 3.4% 10
2016
Q3 		$4.52M Buy
92,530
+529
+0.6% +$26K 3.34% 11
2016
Q2 		$4.51M Sell
92,001
-2,911
-3% -$142K 3.19% 11
2016
Q1 		$4.63M Sell
94,912
-3,410
-3% -$167K 3.24% 11
2015
Q4 		$4.79M Sell
98,322
-292
-0.3% -$14.2K 3.56% 11
2015
Q3 		$4.8M Sell
98,614
-2,999
-3% -$146K 3.56% 11
2015
Q2 		$4.93M Buy
101,613
+1,634
+2% +$79.2K 3.38% 11
2015
Q1 		$4.86M Buy
99,979
+806
+0.8% +$39.3K 3.35% 11
2014
Q4 		$4.82M Sell
99,173
-865
-0.9% -$42.1K 3.48% 11
2014
Q3 		$4.88M Buy
100,038
+771
+0.8% +$37.6K 3.58% 10
2014
Q2 		$4.83M Buy
99,267
+7,242
+8% +$352K 3.44% 10
2014
Q1 		$4.46M Buy
92,025
+5,784
+7% +$282K 3.43% 10
2013
Q4 		$4.19M Buy
+86,241
New +$4.19M 3.43% 10

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Parkside Advisors's SHM Position: Q4 2020 in Review

Parkside Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 5,839 shares — an estimated $291K sold.

Parkside Advisors first reported a position in SHM in Q4 2013 and held it in 28 quarters. The position peaked at $4.93M in Q2 2015. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

  • Parkside 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.
  • Parkside Advisors sold 5,839 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $291K.
  • Parkside Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 28 quarters.
  • Parkside Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.93M in Q2 2015.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Parkside Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.