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

Personal Wealth 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
2022 Q2	–	Sell	-6,023	Closed	-$285K	–	49
2022 Q1	$285K	Hold	6,023	–	–	0.12%	65
2021 Q4	$296K	Sell	6,023 -1,267	-17%	-$62.4K	0.12%	67
2021 Q3	$360K	Sell	7,290 -5,650	-44%	-$280K	0.15%	56
2021 Q2	$641K	Hold	12,940	–	–	0.26%	40
2021 Q1	$641K	Hold	12,940	–	–	0.29%	37
2020 Q4	$644K	Sell	12,940 -5,095	-28%	-$254K	0.3%	34
2020 Q3	$899K	Hold	18,035	–	–	0.47%	24
2020 Q2	$899K	Hold	18,035	–	–	0.49%	23
2020 Q1	$882K	Sell	18,035 -37,730	-68%	-$1.85M	0.53%	23
2019 Q4	$2.74M	Buy	55,765 +5,095	+10%	+$250K	1.18%	14
2019 Q3	$2.48M	Sell	50,670 -41,135	-45%	-$2.02M	1.15%	15
2019 Q2	$4.5M	Buy	91,805 +1,080	+1%	+$52.5K	2.15%	12
2019 Q1	$4.41M	Sell	90,725 -490	-0.5%	-$23.7K	2.34%	11
2018 Q4	$4.38M	Buy	+91,215	New	+$4.35M	2.75%	7

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

RJA

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

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

Personal Wealth Partners's SHM Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 6,023 shares — an estimated $285K sold.

Personal Wealth Partners first reported a position in SHM in Q4 2018 and held it in 14 quarters. The position peaked at $4.5M in Q2 2019. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 6,023 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $285K.
Personal Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.5M in Q2 2019.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.