Advisor Resource Council’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-10,855	Closed	-$519K	–	155
2025 Q2	$519K	Sell	10,855 -310	-3%	-$14.7K	0.2%	77
2025 Q1	$15.3K	Buy	+11,165	New	+$532K	﹤0.01%	578
2024 Q4	–	Sell	-31,110	Closed	-$1.5M	–	233
2024 Q3	$1.5M	Buy	+31,110	New	+$1.49M	0.68%	31
2024 Q2	–	Sell	-9,325	Closed	-$446K	–	189
2024 Q1	$446K	Buy	+9,325	New	+$444K	0.19%	127
2023 Q4	–	Sell	-7,675	Closed	-$355K	–	520
2023 Q3	$355K	Sell	7,675 -10,700	-58%	-$501K	0.18%	95
2023 Q2	$865K	Buy	18,375 +900	+5%	+$42.4K	0.39%	41
2023 Q1	$833K	Buy	+17,475	New	+$825K	0.21%	127

Other funds holding SHM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Advisor Resource Council's SHM Position: Q3 2025 in Review

Advisor Resource Council sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 10,855 shares — an estimated $519K sold.

Advisor Resource Council first reported a position in SHM in Q1 2023 and held it in 7 quarters. The position peaked at $1.5M in Q3 2024. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Advisor Resource Council reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 10,855 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $519K.
Advisor Resource Council first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 7 quarters.
Advisor Resource Council's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.5M in Q3 2024.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.