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

Piershale Financial Group’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
Q3 		– Sell
-10,506
Closed -$524K – 26
2020
Q2 		$524K Buy
+10,506
New +$519K 0.31% 11

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RJA
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Wells Fargo
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Goldman Sachs
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Ameriprise
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PNC Financial Services Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Piershale Financial Group's SHM Position: Q3 2020 in Review

Piershale Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 10,506 shares — an estimated $524K sold.

Piershale Financial Group first reported a position in SHM in Q2 2020 and held it in 1 quarter. The position peaked at $524K in Q2 2020. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

  • Piershale Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Piershale Financial Group sold 10,506 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $524K.
  • Piershale Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and held it in 1 quarter.
  • Piershale Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $524K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on Piershale Financial Group's 13F filing for Q3 2020, filed 19 Oct 2020.