Simplicity Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-4,444	Closed	-$221K	–	894
2020 Q4	$221K	Buy	+4,444	New	+$221K	﹤0.01%	884
2019 Q2	–	Sell	-5,652	Closed	-$274K	–	841
2019 Q1	$274K	Sell	5,652 -380	-6%	-$18.4K	0.02%	566
2018 Q4	$290K	Buy	+6,032	New	+$288K	0.04%	458

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

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

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

Simplicity Solutions's SHM Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 4,444 shares — an estimated $221K sold.

Simplicity Solutions first reported a position in SHM in Q4 2018 and held it in 3 quarters. The position peaked at $290K in Q4 2018. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,444 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $221K.
Simplicity Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
Simplicity Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $290K in Q4 2018.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.