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

Truepoint Inc’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
2018
Q3 		– Sell
-14,000
Closed -$672K – 111
2018
Q2 		$672K Buy
+14,000
New +$669K 0.06% 46

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Truepoint Inc's SHM Position: Q3 2018 in Review

Truepoint Inc sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2018, closing a stake of 14,000 shares — an estimated $672K sold.

Truepoint Inc first reported a position in SHM in Q2 2018 and held it in 1 quarter. The position peaked at $672K in Q2 2018. 320 funds tracked by Wall St. Rank hold SHM as of Q3 2018.

  • Truepoint Inc reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Truepoint Inc sold 14,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2018, an estimated $672K.
  • Truepoint Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 1 quarter.
  • Truepoint Inc's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $672K in Q2 2018.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2018.

Based on Truepoint Inc's 13F filing for Q3 2018, filed 14 Nov 2018.