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

Vestmark Advisory Solutions’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 Q2	–	Sell	-4,379	Closed	-$208K	–	917
2023 Q1	$208K	Buy	+4,379	New	+$207K	0.01%	815

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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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Vestmark Advisory Solutions's SHM Position: Q2 2023 in Review

Vestmark Advisory Solutions sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2023, closing a stake of 4,379 shares — an estimated $208K sold.

Vestmark Advisory Solutions first reported a position in SHM in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 426 funds tracked by Wall St. Rank hold SHM as of Q2 2023.

Vestmark Advisory Solutions reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 4,379 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2023, an estimated $208K.
Vestmark Advisory Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
Vestmark Advisory Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $208K in Q1 2023.
426 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.