SignalPoint Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

SignalPoint Asset Management’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 Q1	–	Sell	-4,139	Closed	-$203K	–	247
2021 Q4	$203K	Hold	4,139	–	–	0.06%	230
2021 Q3	$204K	Hold	4,139	–	–	0.07%	217
2021 Q2	$205K	Hold	4,139	–	–	0.07%	214
2021 Q1	$205K	Hold	4,139	–	–	0.07%	210
2020 Q4	$206K	Hold	4,139	–	–	0.08%	194
2020 Q3	$206K	Hold	4,139	–	–	0.09%	185
2020 Q2	$206K	Hold	4,139	–	–	0.09%	173
2020 Q1	$202K	Hold	4,139	–	–	0.11%	162
2019 Q4	$203K	Buy	+4,139	New	+$203K	0.09%	194

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

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

SignalPoint Asset Management's SHM Position: Q1 2022 in Review

SignalPoint Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2022, closing a stake of 4,139 shares — an estimated $203K sold.

SignalPoint Asset Management first reported a position in SHM in Q4 2019 and held it in 9 quarters. The position peaked at $206K in Q4 2020. 456 funds tracked by Wall St. Rank hold SHM as of Q1 2022.

SignalPoint Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 4,139 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2022, an estimated $203K.
SignalPoint Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 9 quarters.
SignalPoint Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $206K in Q4 2020.
456 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2022.

Based on SignalPoint Asset Management's 13F filing for Q1 2022, filed 9 May 2022.