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

TimeScale Financial’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 Q3	–	Sell	-195	Closed	-$10K	–	504
2020 Q2	$10K	Hold	195	–	–	﹤0.01%	294
2020 Q1	$9K	Sell	195 -130	-40%	-$6.36K	﹤0.01%	286
2019 Q4	$15K	Hold	325	–	–	﹤0.01%	317
2019 Q3	$16K	Hold	325	–	–	0.01%	309
2019 Q2	$16K	Buy	+325	New	+$15.8K	0.01%	316

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

TimeScale Financial's SHM Position: Q3 2020 in Review

TimeScale Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2020, closing a stake of 195 shares — an estimated $10K sold.

TimeScale Financial first reported a position in SHM in Q2 2019 and held it in 5 quarters. The position peaked at $16K in Q3 2019. 395 funds tracked by Wall St. Rank hold SHM as of Q3 2020.

TimeScale Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
TimeScale Financial sold 195 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2020, an estimated $10K.
TimeScale Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and held it in 5 quarters.
TimeScale Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $16K in Q3 2019.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.