Signature Wealth Management Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Signature Wealth Management 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
2022 Q2	–	Sell	-15,126	Closed	-$716K	–	96
2022 Q1	$716K	Buy	15,126 +1,300	+9%	+$62.7K	0.32%	65
2021 Q4	$680K	Buy	13,826 +103	+0.8%	+$5.07K	0.34%	64
2021 Q3	$678K	Sell	13,723 -37	-0.3%	-$1.83K	0.38%	64
2021 Q2	$682K	Sell	13,760 -86	-0.6%	-$4.26K	0.38%	65
2021 Q1	$686K	Hold	13,846	–	–	0.4%	63
2020 Q4	$689K	Sell	13,846 -224	-2%	-$11.2K	0.43%	63
2020 Q3	$702K	Sell	14,070 -291	-2%	-$14.5K	0.51%	58
2020 Q2	$716K	Sell	14,361 -200	-1%	-$9.88K	0.55%	56
2020 Q1	$712K	Sell	14,561 -588	-4%	-$28.8K	0.63%	47
2019 Q4	$744K	Buy	15,149 +692	+5%	+$33.9K	0.47%	54
2019 Q3	$708K	Hold	14,457	–	–	0.47%	50
2019 Q2	$707K	Buy	14,457 +543	+4%	+$26.4K	0.47%	51
2019 Q1	$675K	Buy	13,914 +708	+5%	+$34.2K	0.47%	48
2018 Q4	$635K	Hold	13,206	–	–	0.49%	43
2018 Q3	$629K	Sell	13,206 -684	-5%	-$32.8K	0.47%	43
2018 Q2	$667K	Sell	13,890 -354	-2%	-$16.9K	0.49%	40
2018 Q1	$681K	Buy	14,244 +259	+2%	+$12.4K	0.53%	40
2017 Q4	$670K	Buy	+13,985	New	+$675K	0.49%	40

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

Signature Wealth Management Group's SHM Position: Q2 2022 in Review

Signature Wealth Management Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 15,126 shares — an estimated $716K sold.

Signature Wealth Management Group first reported a position in SHM in Q4 2017 and held it in 18 quarters. The position peaked at $744K in Q4 2019. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Signature Wealth Management Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Signature Wealth Management Group sold 15,126 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $716K.
Signature Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 18 quarters.
Signature Wealth Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $744K in Q4 2019.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Signature Wealth Management Group's 13F filing for Q2 2022, filed 14 Jul 2022.