Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-67	Closed	-$3K	–	565
2021 Q1	$3K	Hold	67	–	–	﹤0.01%	478
2020 Q4	$3K	Hold	67	–	–	﹤0.01%	420
2020 Q3	$3K	Buy	+67	New	+$3.35K	﹤0.01%	403

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

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

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

Sterling Investment Advisors (Pennsylvania)'s SHM Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 67 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SHM in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 67 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $3K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and held it in 3 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3K in Q1 2021.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.