SecuritySHM / SPDR Nuveen Barclays Short Term Municipal Bond ETF
InstitutionFlagship Harbor Advisors, Llc
Shares246
Value $ 11,000

Flagship Harbor Advisors, Llc ownership in SHM / SPDR Nuveen Barclays Short Term Municipal Bond ETF

August 14, 2018 - Flagship Harbor Advisors, Llc has filed a 13F-HR form disclosing ownership of 246 shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSE:SHM) with total holdings valued at $11,000 USD as of June 30, 2018.

Other investors with positions similar to Flagship Harbor Advisors, Llc include Clarus Wealth Advisors, MUFG Americas Holdings Corp, Advisornet Financial, Inc, Financial Gravity Companies, Inc., RPg Family Wealth Advisory, LLC, and Financial Gravity Wealth, Inc..

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-06-30 13F-HR SPDR NUVEEN ETF 78468R739 246 11 11 0 0.00

Related SEC Filings

SPDR Nuveen Barclays Short Term Municipal Bond ETF SC 13G/A (Passive Acquisition of More Than 5% of Shares)

2016-02-12 sec.gov
SC 13G/A     SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549     SCHEDULE 13G (RULE 13D-102) INFORMATION STATEMENT PURSUANT TO RULE 13D-1 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (FINAL AMENDMENT)     SPDR Nuveen Barclays Capital Short Term Municipal Bond ETF (Name of Issuer) Exchange-Traded Fund (Title of Class of Securities) 78464A425 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of this Statement)     Check the appropriate box to designate the rule pursuant

SPDR Nuveen Barclays Short Term Municipal Bond ETF SC 13G/A (Passive Acquisition of More Than 5% of Shares)

2016-02-12 sec.gov
SC 13G/A     SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549     SCHEDULE 13G (RULE 13D-102) INFORMATION STATEMENT PURSUANT TO RULE 13D-1 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (FINAL AMENDMENT)     SPDR Nuveen Barclays Capital Short Term Municipal Bond ETF (Name of Issuer) Exchange-Traded Fund (Title of Class of Securities) 78464A425 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of this Statement)     Check the appropriate box to designate the rule pursuant



CUSIP: 78468R739