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

TrueWealth LLC’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
2019 Q1	–	Sell	-2,621	Closed	-$126K	–	758
2018 Q4	$126K	Buy	2,621 +12	+0.5%	+$572	0.06%	167
2018 Q3	$124K	Sell	2,609 -4,642	-64%	-$223K	0.06%	179
2018 Q2	$348K	Buy	7,251 +7	+0.1%	+$334	0.17%	91
2018 Q1	$346K	Buy	7,244 +6	+0.1%	+$288	0.17%	86
2017 Q4	$347K	Buy	+7,238	New	+$350K	0.16%	94

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TrueWealth LLC's SHM Position: Q1 2019 in Review

TrueWealth LLC sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2019, closing a stake of 2,621 shares — an estimated $126K sold.

TrueWealth LLC first reported a position in SHM in Q4 2017 and held it in 5 quarters. The position peaked at $348K in Q2 2018. 361 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

TrueWealth LLC reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 2,621 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $126K.
TrueWealth LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 5 quarters.
TrueWealth LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $348K in Q2 2018.
361 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.