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

Verus Capital Partners’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
2020 Q1	$40K	Hold	825	–	–	0.01%	564
2019 Q4	$41K	Buy	+825	New	+$40.5K	0.01%	666

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BWM

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

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

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

Verus Capital Partners's SHM Position: Q1 2020 in Review

Verus Capital Partners held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2020 at 825 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #564.

Verus Capital Partners first reported a position in SHM in Q4 2019 and has held it in 2 quarters since. The position peaked at $41K in Q4 2019. 392 funds tracked by Wall St. Rank hold SHM as of Q1 2020.

Verus Capital Partners held 825 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $40K as of Q1 2020.
Verus Capital Partners left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2020.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #564 holding.
Verus Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $41K in Q4 2019.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.