Wealth Alliance Advisory Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealth Alliance Advisory Group’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 Q2	–	Sell	-4,892	Closed	-$239K	–	134
2020 Q1	$239K	Hold	4,892	–	–	0.19%	88
2019 Q4	$240K	Hold	4,892	–	–	0.14%	113
2019 Q3	$240K	Hold	4,892	–	–	0.15%	105
2019 Q2	$240K	Hold	4,892	–	–	0.15%	103
2019 Q1	$237K	Sell	4,892 -1,190	-20%	-$57.5K	0.15%	104
2018 Q4	$292K	Sell	6,082 -40,137	-87%	-$1.91M	0.22%	81
2018 Q3	$2.2M	Sell	46,219 -2,613	-5%	-$125K	1.13%	23
2018 Q2	$2.34M	Buy	48,832 +3,208	+7%	+$153K	1.28%	21
2018 Q1	$2.18M	Buy	45,624 +19,864	+77%	+$953K	1.27%	21
2017 Q4	$1.23M	Buy	+25,760	New	+$1.24M	1.11%	24

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wealth Alliance Advisory Group's SHM Position: Q2 2020 in Review

Wealth Alliance Advisory Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2020, closing a stake of 4,892 shares — an estimated $239K sold.

Wealth Alliance Advisory Group first reported a position in SHM in Q4 2017 and held it in 10 quarters. The position peaked at $2.34M in Q2 2018. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

Wealth Alliance Advisory Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Wealth Alliance Advisory Group sold 4,892 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $239K.
Wealth Alliance Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 10 quarters.
Wealth Alliance Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.34M in Q2 2018.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2020, filed 8 Jul 2020.