Walled Lake Planning & Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Walled Lake Planning & 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 Q3	–	Sell	-17	Closed	-$1K	–	343
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	306
2021 Q1	$1K	Buy	+17	New	+$845	﹤0.01%	302

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

Walled Lake Planning & Wealth Management's SHM Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in SHM in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 433 funds tracked by Wall St. Rank hold SHM as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 17 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 2 quarters.
Walled Lake Planning & Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1K in Q2 2021.
433 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.