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

Sowell Financial Services’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 Q2	–	Sell	-721	Closed	-$36K	–	2340
2021 Q1	$36K	Buy	+721	New	+$35.8K	﹤0.01%	1796
2020 Q4	–	Sell	-240	Closed	-$12K	–	2843
2020 Q3	$12K	Sell	240 -206	-46%	-$10.3K	﹤0.01%	1759
2020 Q2	$22K	Buy	+446	New	+$22K	﹤0.01%	1433
2020 Q1	–	Sell	-172	Closed	-$8K	–	2664
2019 Q4	$8K	Sell	172 -577	-77%	-$28.3K	﹤0.01%	1768
2019 Q3	$37K	Buy	+749	New	+$36.8K	﹤0.01%	1088
2019 Q1	–	Sell	-19,012	Closed	-$914K	–	587
2018 Q4	$914K	Buy	+19,012	New	+$907K	0.13%	176

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sowell Financial Services's SHM Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 721 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in SHM in Q4 2018 and held it in 6 quarters. The position peaked at $914K in Q4 2018. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 721 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $36K.
Sowell Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 6 quarters.
Sowell Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $914K in Q4 2018.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.