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

Pinnacle Wealth Management Advisory 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
2022 Q3	–	Sell	-5,475	Closed	-$259K	–	292
2022 Q2	$259K	Sell	5,475 -6,002	-52%	-$282K	0.04%	245
2022 Q1	$543K	Hold	11,477	–	–	0.08%	174
2021 Q4	$564K	Hold	11,477	–	–	0.09%	162
2021 Q3	$567K	Hold	11,477	–	–	0.13%	137
2021 Q2	$569K	Hold	11,477	–	–	0.13%	138
2021 Q1	$569K	Hold	11,477	–	–	0.16%	114
2020 Q4	$571K	Sell	11,477 -2,480	-18%	-$123K	0.17%	108
2020 Q3	$696K	Buy	13,957 +1,375	+11%	+$68.7K	0.24%	93
2020 Q2	$627K	Sell	12,582 -210	-2%	-$10.4K	0.23%	96
2020 Q1	$626K	Buy	+12,792	New	+$626K	0.3%	80
2019 Q3	–	Sell	-5,532	Closed	-$271K	–	184
2019 Q2	$271K	Sell	5,532 -475	-8%	-$23.1K	0.12%	153
2019 Q1	$291K	Buy	+6,007	New	+$290K	0.13%	143
2018 Q3	–	Sell	-4,397	Closed	-$211K	–	162
2018 Q2	$211K	Sell	4,397 -3,355	-43%	-$160K	0.11%	135
2018 Q1	$371K	Sell	7,752 -28,339	-79%	-$1.36M	0.21%	101
2017 Q4	$1.73M	Buy	36,091 +11,945	+49%	+$577K	0.96%	28
2017 Q3	$1.17M	Buy	24,146 +345	+1%	+$16.8K	0.68%	46
2017 Q2	$1.15M	Buy	23,801 +5,720	+32%	+$278K	0.71%	48
2017 Q1	$876K	Sell	18,081 -1,520	-8%	-$73.4K	0.61%	56
2016 Q4	$940K	Buy	19,601 +525	+3%	+$25.4K	0.67%	52
2016 Q3	$932K	Buy	19,076 +250	+1%	+$12.3K	0.71%	48
2016 Q2	$924K	Sell	18,826 -862	-4%	-$42.2K	0.73%	49
2016 Q1	$961K	Buy	19,688 +347	+2%	+$17K	0.85%	42
2015 Q4	$942K	Sell	19,341 -4,805	-20%	-$234K	0.86%	38
2015 Q3	$1.18M	Buy	24,146 +436	+2%	+$21.2K	1.13%	27
2015 Q2	$1.15M	Buy	23,710 +4,362	+23%	+$211K	1.06%	31
2015 Q1	$941K	Buy	19,348 +705	+4%	+$34.3K	0.84%	38
2014 Q4	$906K	Buy	+18,643	New	+$908K	0.84%	41

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SHM Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 5,475 shares — an estimated $259K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SHM in Q4 2014 and held it in 27 quarters. The position peaked at $1.73M in Q4 2017. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

Pinnacle Wealth Management Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 5,475 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $259K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 27 quarters.
Pinnacle Wealth Management Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.73M in Q4 2017.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.