South Texas Money Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

South Texas Money 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
2019 Q3	$6.05M	Sell	123,459 -8,168	-6%	-$401K	0.26%	59
2019 Q2	$6.44M	Buy	131,627 +1,444	+1%	+$70.2K	0.28%	58
2019 Q1	$6.31M	Buy	130,183 +2,963	+2%	+$143K	0.27%	54
2018 Q4	$6.11M	Sell	127,220 -9,783	-7%	-$467K	0.29%	58
2018 Q3	$6.53M	Buy	137,003 +49,818	+57%	+$2.39M	0.28%	58
2018 Q2	$4.18M	Buy	87,185 +62,741	+257%	+$3M	0.18%	67
2018 Q1	$1.17M	Buy	+24,444	New	+$1.17M	0.05%	113

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

South Texas Money Management's SHM Position: Q3 2019 in Review

South Texas Money Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.2% in Q3 2019, selling an estimated $401K and leaving 123,459 shares worth $6.05M. The position accounts for 0.26% of the portfolio, ranked #59.

South Texas Money Management first reported a position in SHM in Q1 2018 and has held it in 7 quarters since. The position peaked at $6.53M in Q3 2018. 355 funds tracked by Wall St. Rank hold SHM as of Q3 2019.

South Texas Money Management held 123,459 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.05M as of Q3 2019.
South Texas Money Management sold 8,168 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2019, an estimated $401K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.26% of South Texas Money Management's portfolio in Q3 2019, its #59 holding.
South Texas Money Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and has held it in 7 quarters since.
South Texas Money Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.53M in Q3 2018.
355 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.