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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,432
Closed -$300K 158
2022
Q1
$300K Buy
+6,432
New +$310K 0.08% 121
2020
Q4
Sell
-6,192
Closed -$307K 148
2020
Q3
$307K Hold
6,192
0.12% 95
2020
Q2
$310K Buy
6,192
+988
+19% +$48.8K 0.12% 101
2020
Q1
$255K Buy
+5,204
New +$254K 0.13% 92

Other funds holding SHM

Physician Wealth Advisors's SHM Position: Q2 2022 in Review

Physician Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 6,432 shares — an estimated $300K sold.

Physician Wealth Advisors first reported a position in SHM in Q1 2020 and held it in 4 quarters. The position peaked at $310K in Q2 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

  • Physician Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Physician Wealth Advisors sold 6,432 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $300K.
  • Physician Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 4 quarters.
  • Physician Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $310K in Q2 2020.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Physician Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.