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

Auour 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 Q1	–	Sell	-5,110	Closed	-$244K	–	83
2024 Q4	$244K	Buy	+5,110	New	+$244K	0.09%	77
2024 Q3	–	Sell	-5,181	Closed	-$244K	–	82
2024 Q2	$244K	Buy	5,181 +181	+4%	+$8.53K	0.09%	69
2024 Q1	$237K	Sell	5,000 -241	-5%	-$11.5K	0.09%	71
2023 Q4	$249K	Sell	5,241 -1,153	-18%	-$54.1K	0.1%	69
2023 Q3	$296K	Buy	6,394 +209	+3%	+$9.79K	0.13%	63
2023 Q2	$291K	Buy	+6,185	New	+$291K	0.12%	62

Other funds holding SHM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Auour Investments's SHM Position: Q1 2025 in Review

Auour Investments sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 5,110 shares — an estimated $244K sold.

Auour Investments first reported a position in SHM in Q2 2023 and held it in 6 quarters. The position peaked at $296K in Q3 2023. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Auour Investments reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Auour Investments sold 5,110 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $244K.
Auour Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
Auour Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $296K in Q3 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Auour Investments's 13F filing for Q1 2025, filed 1 May 2025.