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

Pinnacle Wealth 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
2021 Q2	$1.51M	Buy	+30,526	New	+$1.51M	0.06%	182

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

RJA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Pinnacle Wealth Advisors's SHM Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021: 30,526 shares worth $1.51M. The stake represents 0.06% of the portfolio and ranks #182 among its holdings.

424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Pinnacle Wealth Advisors held 30,526 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.51M as of Q2 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #182 holding.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.