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

Signet Financial 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
2020
Q2 		– Sell
-20,188
Closed -$996K – 245
2020
Q1 		$996K Sell
20,188
-1,648
-8% -$80.6K 0.23% 100
2019
Q4 		$1.07M Sell
21,836
-206
-0.9% -$10.1K 0.2% 117
2019
Q3 		$1.08M Sell
22,042
-2,267
-9% -$111K 0.21% 113
2019
Q2 		$1.19M Sell
24,309
-10,558
-30% -$513K 0.24% 105
2019
Q1 		$1.69M Sell
34,867
-3,531
-9% -$171K 0.33% 94
2018
Q4 		$1.84M Sell
38,398
-4,714
-11% -$225K 0.4% 86
2018
Q3 		$2.06M Sell
43,112
-2,920
-6% -$140K 0.36% 88
2018
Q2 		$2.21M Sell
46,032
-6,717
-13% -$321K 0.39% 82
2018
Q1 		$2.52M Buy
52,749
+3,627
+7% +$174K 0.45% 72
2017
Q4 		$2.35M Sell
49,122
-3,655
-7% -$176K 0.44% 74
2017
Q3 		$2.56M Buy
52,777
+1,295
+3% +$63.1K 0.5% 68
2017
Q2 		$2.5M Sell
51,482
-8,054
-14% -$392K 0.53% 64
2017
Q1 		$2.88M Buy
59,536
+11,472
+24% +$554K 0.63% 58
2016
Q4 		$2.3M Sell
48,064
-14,440
-23% -$697K 0.55% 59
2016
Q3 		$3.05M Sell
62,504
-22,070
-26% -$1.08M 0.72% 55
2016
Q2 		$4.15M Buy
84,574
+13,424
+19% +$657K 0.96% 49
2016
Q1 		$3.47M Buy
71,150
+11,659
+20% +$570K 0.73% 53
2015
Q4 		$2.9M Buy
59,491
+739
+1% +$36K 0.59% 55
2015
Q3 		$2.86M Buy
58,752
+1,935
+3% +$94.1K 0.65% 52
2015
Q2 		$2.76M Buy
56,817
+2,719
+5% +$132K 0.63% 54
2015
Q1 		$2.63M Buy
54,098
+839
+2% +$40.9K 0.73% 55
2014
Q4 		$2.59M Buy
+53,259
New +$2.6M 0.94% 49

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signet Financial Management's SHM Position: Q2 2020 in Review

Signet Financial Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 20,188 shares — an estimated $996K sold.

Signet Financial Management first reported a position in SHM in Q4 2014 and held it in 22 quarters. The position peaked at $4.15M in Q2 2016. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

  • Signet Financial Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Signet Financial Management sold 20,188 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $996K.
  • Signet Financial Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and held it in 22 quarters.
  • Signet Financial Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.15M in Q2 2016.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Signet Financial Management's 13F filing for Q2 2020, filed 18 Aug 2020.