Reby Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Reby Advisors’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
2020 Q4	$5.27M	Buy	+105,808	New	+$5.27M	1.38%	14

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Reby Advisors's SHM Position: Q4 2020 in Review

Reby Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020: 105,808 shares worth $5.27M. The stake represents 1.38% of the portfolio and ranks #14 among its holdings.

417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

Reby Advisors held 105,808 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.27M as of Q4 2020.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Reby Advisors position in Q4 2020.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.38% of Reby Advisors's portfolio in Q4 2020, its #14 holding.
417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.