ATC
SHM icon

Advantage Trust Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Advantage Trust Company’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
Q1 		– Sell
-97
Closed -$4.59K – 182
2024
Q4 		$4.59K Buy
+97
New +$4.63K ﹤0.01% 159

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advantage Trust Company's SHM Position: Q1 2025 in Review

Advantage Trust Company sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 97 shares — an estimated $4.59K sold.

Advantage Trust Company first reported a position in SHM in Q4 2024 and held it in 1 quarter. The position peaked at $4.59K in Q4 2024. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

  • Advantage Trust Company reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Advantage Trust Company sold 97 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $4.59K.
  • Advantage Trust Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Advantage Trust Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.59K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Advantage Trust Company's 13F filing for Q1 2025, filed 7 May 2025.