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United Services Automobile Association’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

United Services Automobile Association’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
2021
Q1 		– Sell
-74,155
Closed -$3.64M – 195
2020
Q4 		$3.64M Buy
+74,155
New +$3.69M 0.06% 130
2020
Q3 		– Sell
-74,155
Closed -$3.64M – 220
2020
Q2 		$3.64M Sell
74,155
-215,728
-74% -$10.7M 0.08% 119
2020
Q1 		$14.3M Sell
289,883
-4,076
-1% -$199K 0.19% 74
2019
Q4 		$14.4M Sell
293,959
-5,779
-2% -$283K 0.16% 90
2019
Q3 		$14.7M Sell
299,738
-1,650
-0.5% -$81K 0.18% 85
2019
Q2 		$14.7M Sell
301,388
-897
-0.3% -$43.6K 0.04% 435
2019
Q1 		$14.7M Sell
302,285
-160,461
-35% -$7.75M 0.04% 424
2018
Q4 		$22.2M Buy
462,746
+49,614
+12% +$2.37M 0.06% 308
2018
Q3 		$19.7M Sell
413,132
-92,773
-18% -$4.45M 0.05% 372
2018
Q2 		$24.3M Buy
505,905
+16,689
+3% +$797K 0.06% 314
2018
Q1 		$23.4M Sell
489,216
-73,007
-13% -$3.5M 0.06% 312
2017
Q4 		$26.9M Sell
562,223
-19,356
-3% -$935K 0.07% 289
2017
Q3 		$28.3M Buy
581,579
+19,082
+3% +$931K 0.08% 268
2017
Q2 		$27.3M Buy
562,497
+79,857
+17% +$3.88M 0.08% 267
2017
Q1 		$23.4M Sell
482,640
-87,717
-15% -$4.23M 0.07% 295
2016
Q4 		$27.3M Buy
570,357
+24,542
+4% +$1.19M 0.09% 256
2016
Q3 		$26.7M Buy
545,815
+52,369
+11% +$2.57M 0.09% 258
2016
Q2 		$24.2M Buy
493,446
+50,629
+11% +$2.48M 0.09% 272
2016
Q1 		$21.6M Sell
442,817
-217,392
-33% -$10.6M 0.08% 289
2015
Q4 		$32.2M Buy
660,209
+17,255
+3% +$841K 0.11% 215
2015
Q3 		$31.3M Buy
642,954
+12,773
+2% +$621K 0.12% 209
2015
Q2 		$30.6M Buy
630,181
+6,952
+1% +$337K 0.11% 232
2015
Q1 		$30.3M Sell
623,229
-10,344
-2% -$504K 0.11% 236
2014
Q4 		$30.8M Sell
633,573
-1,544
-0.2% -$75.2K 0.11% 231
2014
Q3 		$31M Buy
635,117
+33,798
+6% +$1.65M 0.11% 204
2014
Q2 		$29.3M Buy
601,319
+13,508
+2% +$657K 0.11% 218
2014
Q1 		$28.5M Sell
587,811
-54,649
-9% -$2.66M 0.11% 215
2013
Q4 		$31.2M Buy
642,460
+5,833
+0.9% +$283K 0.12% 199
2013
Q3 		$30.8M Buy
636,627
+33,467
+6% +$1.61M 0.13% 185
2013
Q2 		$28.8M Buy
+603,160
New +$29.3M 0.13% 179

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Services Automobile Association's SHM Position: Q1 2021 in Review

United Services Automobile Association sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 74,155 shares — an estimated $3.64M sold.

United Services Automobile Association first reported a position in SHM in Q2 2013 and held it in 30 quarters. The position peaked at $32.2M in Q4 2015. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

  • United Services Automobile Association reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • United Services Automobile Association sold 74,155 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $3.64M.
  • United Services Automobile Association first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 30 quarters.
  • United Services Automobile Association's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $32.2M in Q4 2015.
  • 426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on United Services Automobile Association's 13F filing for Q1 2021, filed 14 May 2021.