Trust Company of Vermont’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Trust Company of Vermont’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
2024 Q4	–	Sell	-1,175	Closed	-$56.6K	–	1107
2024 Q3	$56.6K	Hold	1,175	–	–	﹤0.01%	504
2024 Q2	$55.4K	Sell	1,175 -6,719	-85%	-$317K	﹤0.01%	479
2024 Q1	$374K	Buy	+7,894	New	+$376K	0.02%	252
2023 Q3	–	Sell	-580	Closed	-$27.3K	–	853
2023 Q2	$27.3K	Buy	+580	New	+$27.3K	﹤0.01%	547
2022 Q4	–	Sell	-61	Closed	-$3K	–	970
2022 Q3	$3K	Buy	+61	New	+$2.88K	﹤0.01%	897
2017 Q2	–	Sell	-2,234	Closed	-$108K	–	1005
2017 Q1	$108K	Hold	2,234	–	–	0.01%	383
2016 Q4	$107K	Buy	+2,234	New	+$108K	0.01%	381

Other funds holding SHM

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Trust Company of Vermont's SHM Position: Q4 2024 in Review

Trust Company of Vermont sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2024, closing a stake of 1,175 shares — an estimated $56.6K sold.

Trust Company of Vermont first reported a position in SHM in Q4 2016 and held it in 7 quarters. The position peaked at $374K in Q1 2024. 406 funds tracked by Wall St. Rank hold SHM as of Q4 2024.

Trust Company of Vermont reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 1,175 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2024, an estimated $56.6K.
Trust Company of Vermont first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 7 quarters.
Trust Company of Vermont's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $374K in Q1 2024.
406 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.