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

PFS Investments’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 Q1	–	Sell	-25,344	Closed	-$1.25M	–	282
2019 Q4	$1.25M	Buy	25,344 +4,519	+22%	+$222K	0.05%	178
2019 Q3	$1.02M	Buy	20,825 +11,242	+117%	+$552K	0.04%	148
2019 Q2	$468K	Buy	9,583 +5,304	+124%	+$258K	0.02%	152
2019 Q1	$207K	Buy	+4,279	New	+$207K	0.01%	136

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PFS Investments's SHM Position: Q1 2020 in Review

PFS Investments sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 25,344 shares — an estimated $1.25M sold.

PFS Investments first reported a position in SHM in Q1 2019 and held it in 4 quarters. The position peaked at $1.25M in Q4 2019. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

PFS Investments reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
PFS Investments sold 25,344 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $1.25M.
PFS Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 4 quarters.
PFS Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.25M in Q4 2019.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on PFS Investments's 13F filing for Q1 2020, filed 13 May 2020.