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

Polaris Wealth 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
2018 Q4	–	Sell	-511	Closed	-$24K	–	395
2018 Q3	$24K	Buy	+511	New	+$24.5K	﹤0.01%	309
2018 Q2	–	Sell	-511	Closed	-$24K	–	396
2018 Q1	$24K	Buy	+511	New	+$24.5K	﹤0.01%	282
2016 Q1	–	Sell	-67,131	Closed	-$3.27M	–	138
2015 Q4	$3.27M	Sell	67,131 -6,003	-8%	-$292K	0.53%	46
2015 Q3	$3.56M	Sell	73,134 -7,617	-9%	-$370K	0.73%	43
2015 Q2	$3.92M	Sell	80,751 -2,333	-3%	-$113K	0.78%	44
2015 Q1	$4.04M	Sell	83,084 -9,043	-10%	-$440K	0.73%	53
2014 Q4	$4.48M	Sell	92,127 -91,608	-50%	-$4.46M	0.92%	21
2014 Q3	$8.97M	Buy	+183,735	New	+$8.96M	2.01%	19

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Polaris Wealth Advisory Group's SHM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2018, closing a stake of 511 shares — an estimated $24K sold.

Polaris Wealth Advisory Group first reported a position in SHM in Q3 2014 and held it in 8 quarters. The position peaked at $8.97M in Q3 2014. 343 funds tracked by Wall St. Rank hold SHM as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 511 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2018, an estimated $24K.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2014 and held it in 8 quarters.
Polaris Wealth Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.97M in Q3 2014.
343 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.