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

RDA Financial Network’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 Q2	–	Sell	-7,042	Closed	-$333K	–	236
2022 Q1	$333K	Sell	7,042 -716	-9%	-$34.5K	0.14%	157
2021 Q4	$382K	Sell	7,758 -3,290	-30%	-$162K	0.16%	147
2021 Q3	$546K	Buy	+11,048	New	+$548K	0.24%	103

Other funds holding SHM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

RJA

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

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

RDA Financial Network's SHM Position: Q2 2022 in Review

RDA Financial Network sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 7,042 shares — an estimated $333K sold.

RDA Financial Network first reported a position in SHM in Q3 2021 and held it in 3 quarters. The position peaked at $546K in Q3 2021. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

RDA Financial Network reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
RDA Financial Network sold 7,042 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $333K.
RDA Financial Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 3 quarters.
RDA Financial Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $546K in Q3 2021.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on RDA Financial Network's 13F filing for Q2 2022, filed 13 Jul 2022.