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

Reilly Financial 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
2021 Q4	$565K	Buy	+11,492	New	+$566K	0.04%	147
2021 Q3	–	Sell	-29	Closed	-$1K	–	1035
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	971
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	995
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	868
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	814
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	868
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	854
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	860
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	871
2019 Q2	$1K	Sell	29 -184	-86%	-$8.95K	﹤0.01%	913
2019 Q1	$10K	Buy	+213	New	+$10.3K	﹤0.01%	690
2013 Q4	–	Sell	-88	Closed	-$4K	–	861
2013 Q3	$4K	Buy	+88	New	+$4.24K	﹤0.01%	633

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Reilly Financial Advisors's SHM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2021: 11,492 shares worth $565K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in SHM as recently as Q2 2021.

Reilly Financial Advisors first reported a position in SHM in Q3 2013 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold SHM as of Q4 2021.

Reilly Financial Advisors held 11,492 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $565K as of Q4 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Reilly Financial Advisors position in Q4 2021.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Reilly Financial Advisors's portfolio in Q4 2021, its #147 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2013 and has held it in 12 quarters since.
469 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.