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

Vision 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
2024
Q3 		– Sell
-11,508
Closed -$543K – 131
2024
Q2 		$543K Sell
11,508
-1,919
-14% -$90.5K 0.08% 88
2024
Q1 		$637K Sell
13,427
-10,818
-45% -$515K 0.1% 84
2023
Q4 		$1.16M Buy
24,245
+13,590
+128% +$638K 0.18% 73
2023
Q3 		$493K Buy
+10,655
New +$499K 0.09% 73

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Vision Capital Management's SHM Position: Q3 2024 in Review

Vision Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2024, closing a stake of 11,508 shares — an estimated $543K sold.

Vision Capital Management first reported a position in SHM in Q3 2023 and held it in 4 quarters. The position peaked at $1.16M in Q4 2023. 401 funds tracked by Wall St. Rank hold SHM as of Q3 2024.

  • Vision Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Vision Capital Management sold 11,508 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2024, an estimated $543K.
  • Vision Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and held it in 4 quarters.
  • Vision Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.16M in Q4 2023.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2024.

Based on Vision Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.