ARK & TLK Investments’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

ARK & TLK Investments’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	-4,348	Closed	-$210K	–	118
2025 Q3	$210K	Buy	4,348 +112	+3%	+$5.39K	0.07%	110
2025 Q2	$203K	Hold	4,236	–	–	0.07%	115
2025 Q1	$202K	Sell	4,236 -21	-0.5%	-$1K	0.07%	109
2024 Q4	$202K	Hold	4,257	–	–	0.07%	109
2024 Q3	$205K	Sell	4,257 -1,034	-20%	-$49.4K	0.07%	106
2024 Q2	$250K	Buy	5,291 +228	+5%	+$10.8K	0.09%	98
2024 Q1	$240K	Hold	5,063	–	–	0.09%	97
2023 Q4	$242K	Buy	+5,063	New	+$238K	0.1%	101

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

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

Quent Capital New York $1.63B AUM 27.42% 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ARK & TLK Investments's SHM Position: Q4 2025 in Review

ARK & TLK Investments sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 4,348 shares — an estimated $210K sold.

ARK & TLK Investments first reported a position in SHM in Q4 2023 and held it in 8 quarters. The position peaked at $250K in Q2 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

ARK & TLK Investments reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
ARK & TLK Investments sold 4,348 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $210K.
ARK & TLK Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
ARK & TLK Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $250K in Q2 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on ARK & TLK Investments's 13F filing for Q4 2025, filed 10 Feb 2026.