Agate Pass Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Agate Pass Investment 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
2026 Q1	–	Sell	-5,285	Closed	-$254K	–	107
2025 Q4	$254K	Buy	5,285 +619	+13%	+$29.7K	0.09%	97
2025 Q3	$225K	Buy	+4,666	New	+$225K	0.09%	101
2025 Q1	–	Sell	-6,610	Closed	-$313K	–	111
2024 Q4	$313K	Sell	6,610 -1,297	-16%	-$61.9K	0.14%	96
2024 Q3	$381K	Sell	7,907 -1,498	-16%	-$71.5K	0.19%	77
2024 Q2	$444K	Buy	9,405 +502	+6%	+$23.7K	0.24%	74
2024 Q1	$422K	Sell	8,903 -3,399	-28%	-$162K	0.23%	75
2023 Q4	$588K	Buy	+12,302	New	+$577K	0.34%	68
2022 Q3	–	Sell	-4,650	Closed	-$220K	–	92
2022 Q2	$220K	Buy	+4,650	New	+$218K	0.15%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Agate Pass Investment Management's SHM Position: Q1 2026 in Review

Agate Pass Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 5,285 shares — an estimated $254K sold.

Agate Pass Investment Management first reported a position in SHM in Q2 2022 and held it in 8 quarters. The position peaked at $588K in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Agate Pass Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Agate Pass Investment Management sold 5,285 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $254K.
Agate Pass Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 8 quarters.
Agate Pass Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $588K in Q4 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Agate Pass Investment Management's 13F filing for Q1 2026, filed 7 Apr 2026.