QCI Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

QCI Asset Management’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 Q3	$25.9M	Buy	524,471 +34,864	+7%	+$1.73M	1.51%	27
2021 Q2	$24.3M	Buy	489,607 +35,568	+8%	+$1.76M	1.43%	30
2021 Q1	$22.5M	Buy	454,039 +87,830	+24%	+$4.36M	1.41%	29
2020 Q4	$18.2M	Buy	366,209 +193,691	+112%	+$9.64M	1.17%	40
2020 Q3	$8.6M	Buy	+172,518	New	+$8.62M	0.64%	54

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

QCI Asset Management's SHM Position: Q3 2021 in Review

QCI Asset Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7.1% in Q3 2021, buying an estimated $1.73M and bringing the position to 524,471 shares worth $25.9M. The position accounts for 1.51% of the portfolio, ranked #27.

QCI Asset Management first reported a position in SHM in Q3 2020 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

QCI Asset Management held 524,471 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $25.9M as of Q3 2021.
QCI Asset Management bought 34,864 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $1.73M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.51% of QCI Asset Management's portfolio in Q3 2021, its #27 holding.
QCI Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 5 quarters since.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on QCI Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.