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

Surevest’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	-4,488	Closed	-$220K	–	134
2019 Q4	$220K	Buy	4,488 +21	+0.5%	+$1.03K	0.09%	137
2019 Q3	$219K	Buy	4,467 +16	+0.4%	+$786	0.11%	125
2019 Q2	$218K	Buy	4,451 +15	+0.3%	+$729	0.11%	128
2019 Q1	$215K	Buy	4,436 +11	+0.2%	+$531	0.13%	116
2018 Q4	$213K	Buy	+4,425	New	+$211K	0.17%	123

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

Surevest's SHM Position: Q1 2020 in Review

Surevest sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2020, closing a stake of 4,488 shares — an estimated $220K sold.

Surevest first reported a position in SHM in Q4 2018 and held it in 5 quarters. The position peaked at $220K in Q4 2019. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Surevest reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 4,488 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2020, an estimated $220K.
Surevest first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Surevest's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $220K in Q4 2019.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.