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

Sage Financial Group’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 		– Sell
-12,319
Closed -$614K – 72
2020
Q3 		$614K Sell
12,319
-2,863
-19% -$143K 0.1% 38
2020
Q2 		$757K Sell
15,182
-5,338
-26% -$264K 0.14% 34
2020
Q1 		$1M Hold
20,520
– – 0.19% 38
2019
Q4 		$1.01M Buy
20,520
+150
+0.7% +$7.36K 0.14% 37
2019
Q3 		$998K Hold
20,370
– – 0.15% 37
2019
Q2 		$997K Sell
20,370
-2,260
-10% -$110K 0.15% 39
2019
Q1 		$1.1M Sell
22,630
-52,414
-70% -$2.53M 0.17% 37
2018
Q4 		$3.61M Buy
+75,044
New +$3.58M 0.6% 27
2018
Q1 		– Sell
-189,472
Closed -$9.08M – 59
2017
Q4 		$9.08M Buy
189,472
+175,590
+1,265% +$8.48M 1.76% 12
2017
Q3 		$675K Sell
13,882
-14
-0.1% -$683 0.15% 26
2017
Q2 		$674K Sell
13,896
-25
-0.2% -$1.22K 0.15% 26
2017
Q1 		$674K Sell
13,921
-87,019
-86% -$4.2M 0.17% 25
2016
Q4 		$4.84M Buy
+100,940
New +$4.88M 1.24% 12
2015
Q4 		– Sell
-11,097
Closed -$541K – 64
2015
Q3 		$541K Buy
+11,097
New +$540K 0.19% 20
2015
Q1 		– Sell
-11,676
Closed -$567K – 44
2014
Q4 		$567K Buy
11,676
+25
+0.2% +$1.22K 0.21% 22
2014
Q3 		$569K Buy
11,651
+23
+0.2% +$1.12K 0.28% 12
2014
Q2 		$566K Sell
11,628
-11,814
-50% -$574K 0.27% 12
2014
Q1 		$1.14M Sell
23,442
-1,572
-6% -$76.5K 0.65% 10
2013
Q4 		$1.22M Buy
+25,014
New +$1.21M 0.59% 12

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sage Financial Group's SHM Position: Q4 2020 in Review

Sage Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 12,319 shares — an estimated $614K sold.

Sage Financial Group first reported a position in SHM in Q4 2013 and held it in 19 quarters. The position peaked at $9.08M in Q4 2017. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

  • Sage Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sage Financial Group sold 12,319 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $614K.
  • Sage Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and held it in 19 quarters.
  • Sage Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.08M in Q4 2017.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Sage Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.