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

WealthOne’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
2019
Q1 		– Sell
-412
Closed -$19K – 453
2018
Q4 		$19K Buy
+412
New +$19.7K 0.02% 293

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthOne's SHM Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2019, closing a stake of 412 shares — an estimated $19K sold.

WealthOne first reported a position in SHM in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 360 funds tracked by Wall St. Rank hold SHM as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 412 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2019, an estimated $19K.
  • WealthOne first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $19K in Q4 2018.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.