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

Titus Wealth Management’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
2022 Q2	$457K	Buy	9,670 +4,800	+99%	+$225K	0.23%	76
2022 Q1	$230K	Hold	4,870	–	–	0.1%	150
2021 Q4	$240K	Buy	4,870 +8	+0.2%	+$394	0.11%	147
2021 Q3	$241K	Hold	4,862	–	–	0.13%	136
2021 Q2	$241K	Hold	4,862	–	–	0.13%	133
2021 Q1	$241K	Hold	4,862	–	–	0.14%	125
2020 Q4	$242K	Buy	4,862 +502	+12%	+$25K	0.15%	112
2020 Q3	$217K	Sell	4,360 -554	-11%	-$27.7K	0.15%	108
2020 Q2	$245K	Hold	4,914	–	–	0.19%	94
2020 Q1	$240K	Hold	4,914	–	–	0.23%	79
2019 Q4	$241K	Buy	4,914 +300	+7%	+$14.7K	0.24%	88
2019 Q3	$226K	Buy	+4,614	New	+$227K	0.21%	91
2019 Q2	–	Sell	-4,511	Closed	-$219	–	103
2019 Q1	$219	Hold	4,511	–	–	0.19%	92
2018 Q4	$216	Sell	4,511 -7,455	-62%	-$356K	0.18%	85
2018 Q3	$570K	Buy	11,966 +5,983	+100%	+$287K	0.49%	35
2018 Q2	$287K	Hold	5,983	–	–	0.31%	63
2018 Q1	$286K	Hold	5,983	–	–	0.28%	58
2017 Q4	$287K	Buy	+5,983	New	+$289K	0.32%	54

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RJA

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

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

Titus Wealth Management's SHM Position: Q2 2022 in Review

Titus Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 99% in Q2 2022, buying an estimated $225K and bringing the position to 9,670 shares worth $457K. The position accounts for 0.23% of the portfolio, ranked #76.

Titus Wealth Management first reported a position in SHM in Q4 2017 and has held it in 18 quarters since. The position peaked at $570K in Q3 2018. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Titus Wealth Management held 9,670 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $457K as of Q2 2022.
Titus Wealth Management bought 4,800 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $225K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.23% of Titus Wealth Management's portfolio in Q2 2022, its #76 holding.
Titus Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 18 quarters since.
Titus Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $570K in Q3 2018.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.