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

Private 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
2019 Q2	–	Sell	-9,467	Closed	-$455K	–	144
2019 Q1	$455K	Hold	9,467	–	–	0.26%	73
2018 Q4	$455K	Buy	+9,467	New	+$452K	0.26%	73

Other funds holding SHM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Private Advisory Group's SHM Position: Q2 2019 in Review

Private Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2019, closing a stake of 9,467 shares — an estimated $455K sold.

Private Advisory Group first reported a position in SHM in Q4 2018 and held it in 2 quarters. The position peaked at $455K in Q1 2019. 354 funds tracked by Wall St. Rank hold SHM as of Q2 2019.

Private Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Private Advisory Group sold 9,467 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2019, an estimated $455K.
Private Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
Private Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $455K in Q1 2019.
354 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.