Valley National Advisers’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Valley National Advisers’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	-419	Closed	-$20K	–	969
2022 Q1	$20K	Hold	419	–	–	﹤0.01%	514
2021 Q4	$21K	Hold	419	–	–	﹤0.01%	500
2021 Q3	$21K	Hold	419	–	–	﹤0.01%	479
2021 Q2	$21K	Hold	419	–	–	﹤0.01%	477
2021 Q1	$21K	Hold	419	–	–	﹤0.01%	445
2020 Q4	$21K	Hold	419	–	–	﹤0.01%	424
2020 Q3	$21K	Hold	419	–	–	﹤0.01%	394
2020 Q2	$21K	Hold	419	–	–	﹤0.01%	396
2020 Q1	$20K	Hold	419	–	–	0.01%	380
2019 Q4	$21K	Hold	419	–	–	0.01%	427
2019 Q3	$21K	Buy	+419	New	+$20.6K	0.01%	416
2016 Q4	–	Sell	-325	Closed	-$16K	–	730
2016 Q3	$16K	Hold	325	–	–	0.01%	326
2016 Q2	$16K	Hold	325	–	–	0.01%	334
2016 Q1	$16K	Hold	325	–	–	0.01%	331
2015 Q4	$16K	Hold	325	–	–	0.01%	329
2015 Q3	$16K	Hold	325	–	–	0.01%	322
2015 Q2	$16K	Sell	325 -565	-63%	-$27.4K	0.01%	329
2015 Q1	$43K	Buy	+890	New	+$43.3K	0.03%	230

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

Valley National Advisers's SHM Position: Q2 2022 in Review

Valley National Advisers sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 419 shares — an estimated $20K sold.

Valley National Advisers first reported a position in SHM in Q1 2015 and held it in 18 quarters. The position peaked at $43K in Q1 2015. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Valley National Advisers reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Valley National Advisers sold 419 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $20K.
Valley National Advisers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and held it in 18 quarters.
Valley National Advisers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $43K in Q1 2015.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Valley National Advisers's 13F filing for Q2 2022, filed 15 Jul 2022.