Summit Financial Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Summit Financial Wealth Advisors’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
2020 Q1	–	Sell	-11,103	Closed	-$548K	–	140
2019 Q4	$548K	Hold	11,103	–	–	0.13%	84
2019 Q3	$545K	Sell	11,103 -628	-5%	-$30.8K	0.13%	91
2019 Q2	$574K	Hold	11,731	–	–	0.14%	99
2019 Q1	$568K	Buy	11,731 +209	+2%	+$10.1K	0.15%	83
2018 Q4	$554K	Sell	11,522 -2,449	-18%	-$117K	0.18%	77
2018 Q3	$664K	Buy	13,971 +7,027	+101%	+$337K	0.2%	76
2018 Q2	$332K	Hold	6,944	–	–	0.11%	99
2018 Q1	$332K	Buy	+6,944	New	+$333K	0.11%	102

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Financial Wealth Advisors's SHM Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 11,103 shares — an estimated $548K sold.

Summit Financial Wealth Advisors first reported a position in SHM in Q1 2018 and held it in 8 quarters. The position peaked at $664K in Q3 2018. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Summit Financial Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Summit Financial Wealth Advisors sold 11,103 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $548K.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 8 quarters.
Summit Financial Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $664K in Q3 2018.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.