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1620 Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

1620 Investment Advisors’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
2025
Q4 		– Sell
-600
Closed -$28.9K – 673
2025
Q3 		$28.9K Hold
600
– – 0.02% 349
2025
Q2 		$28.7K Hold
600
– – 0.02% 362
2025
Q1 		$28.6K Hold
600
– – 0.02% 352
2024
Q4 		$28.4K Hold
600
– – 0.02% 353
2024
Q3 		$28.9K Hold
600
– – 0.02% 364
2024
Q2 		$28.3K Buy
+600
New +$28.3K 0.02% 360

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

1620 Investment Advisors's SHM Position: Q4 2025 in Review

1620 Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 600 shares — an estimated $28.9K sold.

1620 Investment Advisors first reported a position in SHM in Q2 2024 and held it in 6 quarters. The position peaked at $28.9K in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • 1620 Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 600 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $28.9K.
  • 1620 Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and held it in 6 quarters.
  • 1620 Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $28.9K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.