RPg Family Wealth Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

RPg Family Wealth Advisory’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	-350	Closed	-$16.6K	–	284
2022 Q1	$16.6K	Hold	350	–	–	0.01%	225
2021 Q4	$17.2K	Hold	350	–	–	0.01%	232
2021 Q3	$17.3K	Hold	350	–	–	0.01%	240
2021 Q2	$17.3K	Buy	+350	New	+$17.4K	0.01%	238
2020 Q4	$17.4K	Hold	350	–	–	0.01%	241
2020 Q3	$17.5K	Hold	350	–	–	0.01%	229
2020 Q2	$17.5K	Hold	350	–	–	0.01%	226
2020 Q1	$17.1K	Hold	350	–	–	0.01%	202
2019 Q4	$17.2K	Hold	350	–	–	0.01%	227
2019 Q3	$17.1K	Hold	350	–	–	0.01%	240
2019 Q2	$17.1K	Hold	350	–	–	0.01%	235
2019 Q1	$17K	Hold	350	–	–	0.01%	243
2018 Q4	$16.8K	Hold	350	–	–	0.02%	174
2018 Q3	$16.7K	Hold	350	–	–	0.01%	202
2018 Q2	$16.8K	Hold	350	–	–	0.01%	183
2018 Q1	$16.7K	Hold	350	–	–	0.01%	209
2017 Q4	$16.8K	Hold	350	–	–	0.01%	221
2017 Q3	$17K	Hold	350	–	–	0.01%	228
2017 Q2	$17K	Hold	350	–	–	0.01%	255
2017 Q1	$17K	Buy	+350	New	+$16.9K	0.01%	226

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $173B AUM 20.72% 1-Year Est. Return

RPg Family Wealth Advisory's SHM Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 350 shares — an estimated $16.6K sold.

RPg Family Wealth Advisory first reported a position in SHM in Q1 2017 and held it in 20 quarters. The position peaked at $17.5K in Q3 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

RPg Family Wealth Advisory reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 350 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $16.6K.
RPg Family Wealth Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $17.5K in Q3 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.