Angeles Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Angeles Wealth 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
2025 Q3	–	Sell	-490	Closed	-$23.4K	–	442
2025 Q2	$23.4K	Hold	490	–	–	﹤0.01%	398
2025 Q1	$23.3K	Hold	490	–	–	﹤0.01%	348
2024 Q4	$23.2K	Hold	490	–	–	﹤0.01%	354
2024 Q3	$23.6K	Sell	490 -459	-48%	-$21.9K	﹤0.01%	313
2024 Q2	$44.8K	Buy	949 +490	+107%	+$23.1K	﹤0.01%	261
2024 Q1	$21.8K	Buy	+459	New	+$21.9K	﹤0.01%	270

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

CCWA

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

Angeles Wealth Management's SHM Position: Q3 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 490 shares — an estimated $23.4K sold.

Angeles Wealth Management first reported a position in SHM in Q1 2024 and held it in 6 quarters. The position peaked at $44.8K in Q2 2024. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Angeles Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Angeles Wealth Management sold 490 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $23.4K.
Angeles Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 6 quarters.
Angeles Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $44.8K in Q2 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 Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.