Vigilant Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vigilant Capital 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
2022 Q2	–	Sell	-491	Closed	-$23K	–	632
2022 Q1	$23K	Buy	+491	New	+$23.7K	﹤0.01%	370
2020 Q4	–	Sell	-690	Closed	-$34K	–	375
2020 Q3	$34K	Buy	+690	New	+$34.5K	﹤0.01%	247
2019 Q2	–	Sell	-5,836	Closed	-$283K	–	470
2019 Q1	$283K	Buy	+5,836	New	+$282K	0.04%	98

Other funds holding SHM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vigilant Capital Management's SHM Position: Q2 2022 in Review

Vigilant Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 491 shares — an estimated $23K sold.

Vigilant Capital Management first reported a position in SHM in Q1 2019 and held it in 3 quarters. The position peaked at $283K in Q1 2019. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Vigilant Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 491 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $23K.
Vigilant Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 3 quarters.
Vigilant Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $283K in Q1 2019.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.