SIM
SHM icon

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

Sonora Investment 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
2021
Q3 		$13K Hold
271
– – ﹤0.01% 734
2021
Q2 		$13K Buy
+271
New +$13.4K ﹤0.01% 671

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sonora Investment Management's SHM Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2021 at 271 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Sonora Investment Management first reported a position in SHM in Q2 2021 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

  • Sonora Investment Management held 271 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $13K as of Q3 2021.
  • Sonora Investment Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2021.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #734 holding.
  • Sonora Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.