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

Virtue Capital 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
2022 Q2	–	Sell	-30,366	Closed	-$1.44M	–	386
2022 Q1	$1.44M	Hold	30,366	–	–	0.23%	108
2021 Q4	$1.49M	Buy	30,366 +10,597	+54%	+$522K	0.22%	118
2021 Q3	$977K	Buy	+19,769	New	+$980K	0.17%	160

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

Virtue Capital Management's SHM Position: Q2 2022 in Review

Virtue Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 30,366 shares — an estimated $1.44M sold.

Virtue Capital Management first reported a position in SHM in Q3 2021 and held it in 3 quarters. The position peaked at $1.49M in Q4 2021. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Virtue Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Virtue Capital Management sold 30,366 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $1.44M.
Virtue Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 3 quarters.
Virtue Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.49M in Q4 2021.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Virtue Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.