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

Veritable’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 Q2	–	Sell	-5,400	Closed	-$268K	–	890
2021 Q1	$268K	Buy	+5,400	New	+$268K	﹤0.01%	693
2020 Q4	–	Sell	-7,950	Closed	-$396K	–	806
2020 Q3	$396K	Buy	7,950 +1,900	+31%	+$94.9K	0.01%	512
2020 Q2	$302K	Buy	+6,050	New	+$299K	0.01%	599
2018 Q2	–	Sell	-6,600	Closed	-$316K	–	824
2018 Q1	$316K	Sell	6,600 -850	-11%	-$40.8K	0.01%	616
2017 Q4	$357K	Sell	7,450 -2,300	-24%	-$111K	0.01%	588
2017 Q3	$474K	Hold	9,750	–	–	0.01%	507
2017 Q2	$473K	Hold	9,750	–	–	0.01%	524
2017 Q1	$472K	Hold	9,750	–	–	0.01%	505
2016 Q4	$467K	Hold	9,750	–	–	0.01%	492
2016 Q3	$476K	Buy	9,750 +1,100	+13%	+$54K	0.01%	486
2016 Q2	$425K	Buy	8,650 +2,100	+32%	+$103K	0.01%	486
2016 Q1	$320K	Buy	+6,550	New	+$320K	0.01%	553
2015 Q2	–	Sell	-13,175	Closed	-$641K	–	855
2015 Q1	$641K	Buy	13,175 +4,550	+53%	+$222K	0.01%	520
2014 Q4	$419K	Hold	8,625	–	–	0.01%	646
2014 Q3	$421K	Buy	8,625 +850	+11%	+$41.4K	0.01%	649
2014 Q2	$378K	Hold	7,775	–	–	0.01%	687
2014 Q1	$377K	Buy	7,775 +750	+11%	+$36.5K	0.01%	658
2013 Q4	$341K	Hold	7,025	–	–	0.01%	680
2013 Q3	$340K	Hold	7,025	–	–	0.01%	681
2013 Q2	$336K	Buy	+7,025	New	+$341K	0.01%	687

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

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

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

Veritable's SHM Position: Q2 2021 in Review

Veritable sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2021, closing a stake of 5,400 shares — an estimated $268K sold.

Veritable first reported a position in SHM in Q2 2013 and held it in 20 quarters. The position peaked at $641K in Q1 2015. 424 funds tracked by Wall St. Rank hold SHM as of Q2 2021.

Veritable reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Veritable sold 5,400 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2021, an estimated $268K.
Veritable first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 20 quarters.
Veritable's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $641K in Q1 2015.
424 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2021.

Based on Veritable's 13F filing for Q2 2021, filed 16 Aug 2021.