Sargent Bickham Lagudis’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-493	Closed	-$24K	–	896
2019 Q4	$24K	Hold	493	–	–	﹤0.01%	499
2019 Q3	$24K	Buy	493 +135	+38%	+$6.63K	﹤0.01%	447
2019 Q2	$18K	Hold	358	–	–	﹤0.01%	513
2019 Q1	$17K	Sell	358 -42	-11%	-$2.03K	﹤0.01%	540
2018 Q4	$19K	Sell	400 -916	-70%	-$43.7K	﹤0.01%	494
2018 Q3	$63K	Hold	1,316	–	–	0.01%	334
2018 Q2	$63K	Sell	1,316 -359	-21%	-$17.1K	0.01%	326
2018 Q1	$80K	Sell	1,675 -1,270	-43%	-$60.9K	0.01%	294
2017 Q4	$141K	Sell	2,945 -8,018	-73%	-$387K	0.02%	249
2017 Q3	$533K	Sell	10,963 -4,161	-28%	-$203K	0.07%	146
2017 Q2	$734K	Sell	15,124 -23,097	-60%	-$1.12M	0.09%	131
2017 Q1	$1.85M	Sell	38,221 -37,104	-49%	-$1.79M	0.24%	94
2016 Q4	$3.61M	Buy	+75,325	New	+$3.64M	0.56%	54
2016 Q3	–	Sell	-5,135	Closed	-$252K	–	774
2016 Q2	$252K	Sell	5,135 -10,271	-67%	-$502K	0.04%	181
2016 Q1	$752K	Buy	+15,406	New	+$754K	0.12%	123

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sargent Bickham Lagudis's SHM Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 493 shares — an estimated $24K sold.

Sargent Bickham Lagudis first reported a position in SHM in Q1 2016 and held it in 15 quarters. The position peaked at $3.61M in Q4 2016. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Sargent Bickham Lagudis reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 493 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $24K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and held it in 15 quarters.
Sargent Bickham Lagudis's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.61M in Q4 2016.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.