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

USAdvisors 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
2021 Q1	–	Sell	-23,455	Closed	-$1.17M	–	107
2020 Q4	$1.17M	Buy	23,455 +1,106	+5%	+$55.1K	0.56%	39
2020 Q3	$1.11K	Sell	22,349 -486	-2%	-$24.3K	0.17%	41
2020 Q2	$1.14M	Sell	22,835 -2,351	-9%	-$116K	0.61%	37
2020 Q1	$1.23M	Buy	+25,186	New	+$1.23M	0.76%	31

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

RJA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

USAdvisors Wealth Management's SHM Position: Q1 2021 in Review

USAdvisors Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2021, closing a stake of 23,455 shares — an estimated $1.17M sold.

USAdvisors Wealth Management first reported a position in SHM in Q1 2020 and held it in 4 quarters. The position peaked at $1.23M in Q1 2020. 426 funds tracked by Wall St. Rank hold SHM as of Q1 2021.

USAdvisors Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 23,455 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2021, an estimated $1.17M.
USAdvisors Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and held it in 4 quarters.
USAdvisors Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.23M in Q1 2020.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2021.

Based on USAdvisors Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.