Vanguard Personalized Indexing Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vanguard Personalized Indexing Management’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 Q2	–	Sell	-10,375	Closed	-$492K	–	1741
2024 Q1	$492K	Buy	+10,375	New	+$494K	0.01%	1034
2022 Q2	–	Sell	-40,686	Closed	-$1.93M	–	1319
2022 Q1	$1.93M	Buy	+40,686	New	+$1.96M	0.09%	204
2021 Q1	–	Sell	-4,224	Closed	-$210K	–	739
2020 Q4	$210K	Buy	+4,224	New	+$210K	0.05%	494

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

UCFA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management's SHM Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2024, closing a stake of 10,375 shares — an estimated $492K sold.

Vanguard Personalized Indexing Management first reported a position in SHM in Q4 2020 and held it in 3 quarters. The position peaked at $1.93M in Q1 2022. 419 funds tracked by Wall St. Rank hold SHM as of Q2 2024.

Vanguard Personalized Indexing Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 10,375 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2024, an estimated $492K.
Vanguard Personalized Indexing Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 3 quarters.
Vanguard Personalized Indexing Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.93M in Q1 2022.
419 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.