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

Principal 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
2021 Q2	–	Sell	-18,145	Closed	-$899K	–	2640
2021 Q1	$899K	Buy	18,145 +5,395	+42%	+$268K	﹤0.01%	2017
2020 Q4	$635K	Buy	12,750 +893	+8%	+$44.5K	﹤0.01%	2048
2020 Q3	$591K	Sell	11,857 -470	-4%	-$23.5K	﹤0.01%	1985
2020 Q2	$615K	Buy	12,327 +1,308	+12%	+$64.6K	﹤0.01%	1926
2020 Q1	$539K	Sell	11,019 -2,009	-15%	-$98.2K	﹤0.01%	1851
2019 Q4	$640K	Sell	13,028 -203	-2%	-$9.95K	﹤0.01%	1903
2019 Q3	$648K	Buy	13,231 +3,862	+41%	+$190K	﹤0.01%	1896
2019 Q2	$458K	Buy	9,369 +284	+3%	+$13.8K	﹤0.01%	1979
2019 Q1	$440K	Sell	9,085 -1,003	-10%	-$48.4K	﹤0.01%	1966
2018 Q4	$485K	Buy	+10,088	New	+$481K	﹤0.01%	1924

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

Principal Financial Group's SHM Position: Q2 2021 in Review

Principal Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 18,145 shares — an estimated $899K sold.

Principal Financial Group first reported a position in SHM in Q4 2018 and held it in 10 quarters. The position peaked at $899K in Q1 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Principal Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Principal Financial Group sold 18,145 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $899K.
Principal Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 10 quarters.
Principal Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $899K in Q1 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.