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

WealthShield’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
2017 Q4	$234K	Buy	+4,867	New	+$235K	0.14%	118

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield's SHM Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2017: 4,867 shares worth $234K. The stake represents 0.14% of the portfolio and ranks #118 among its holdings.

321 funds tracked by Wall St. Rank hold SHM as of Q4 2017.

WealthShield held 4,867 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $234K as of Q4 2017.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new WealthShield position in Q4 2017.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of WealthShield's portfolio in Q4 2017, its #118 holding.
321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.