Schneider Downs Wealth Management Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Schneider Downs Wealth Management 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 Q3	–	Sell	-7,000	Closed	-$347K	–	148
2021 Q2	$347K	Hold	7,000	–	–	0.09%	89
2021 Q1	$347K	Buy	+7,000	New	+$348K	0.08%	82
2016 Q4	–	Sell	-60,748	Closed	-$2.97M	–	34
2016 Q3	$2.97M	Buy	+60,748	New	+$2.98M	1.92%	8

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

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

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

Schneider Downs Wealth Management Advisors's SHM Position: Q3 2021 in Review

Schneider Downs Wealth Management Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 7,000 shares — an estimated $347K sold.

Schneider Downs Wealth Management Advisors first reported a position in SHM in Q3 2016 and held it in 3 quarters. The position peaked at $2.97M in Q3 2016. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Schneider Downs Wealth Management Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 7,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $347K.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and held it in 3 quarters.
Schneider Downs Wealth Management Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.97M in Q3 2016.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.