Vaughan Nelson Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vaughan Nelson Investment 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
2023 Q3	–	Sell	-25	Closed	-$1K	–	240
2023 Q2	$1K	Sell	25 -30	-55%	-$1.41K	﹤0.01%	231
2023 Q1	$3K	Sell	55 -50	-48%	-$2.36K	﹤0.01%	214
2022 Q4	$5K	Sell	105 -50	-32%	-$2.33K	﹤0.01%	216
2022 Q3	$7K	Hold	155	–	–	﹤0.01%	198
2022 Q2	$7K	Sell	155 -35	-18%	-$1.64K	﹤0.01%	205
2022 Q1	$9K	Sell	190 -50	-21%	-$2.41K	﹤0.01%	204
2021 Q4	$12K	Hold	240	–	–	﹤0.01%	199
2021 Q3	$12K	Sell	240 -60	-20%	-$2.98K	﹤0.01%	252
2021 Q2	$15K	Buy	+300	New	+$14.9K	﹤0.01%	193

Other funds holding SHM

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

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

Vaughan Nelson Investment Management's SHM Position: Q3 2023 in Review

Vaughan Nelson Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 25 shares — an estimated $1K sold.

Vaughan Nelson Investment Management first reported a position in SHM in Q2 2021 and held it in 9 quarters. The position peaked at $15K in Q2 2021. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Vaughan Nelson Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Vaughan Nelson Investment Management sold 25 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $1K.
Vaughan Nelson Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 9 quarters.
Vaughan Nelson Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15K in Q2 2021.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.