Tru Independence Asset Management 2’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-4,808	Closed	-$228K	–	91
2022 Q1	$228K	Sell	4,808 -10,651	-69%	-$513K	0.13%	84
2021 Q4	$760K	Buy	15,459 +2,350	+18%	+$116K	0.4%	48
2021 Q3	$648K	Buy	13,109 +4,154	+46%	+$206K	0.46%	45
2021 Q2	$444K	Buy	+8,955	New	+$444K	0.3%	71
2021 Q1	–	Sell	-1,795	Closed	-$89K	–	360
2020 Q4	$89K	Buy	+1,795	New	+$89.4K	0.08%	124

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

Tru Independence Asset Management 2's SHM Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 4,808 shares — an estimated $228K sold.

Tru Independence Asset Management 2 first reported a position in SHM in Q4 2020 and held it in 5 quarters. The position peaked at $760K in Q4 2021. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 4,808 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $228K.
Tru Independence Asset Management 2 first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $760K in Q4 2021.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.