Avantax Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Avantax Advisory Services’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 Q2	$2.51M	Sell	52,386 -3,478	-6%	-$165K	0.01%	694
2025 Q1	$2.66M	Sell	55,864 -3,124	-5%	-$149K	0.02%	629
2024 Q4	$2.8M	Buy	58,988 +3,406	+6%	+$163K	0.02%	580
2024 Q3	$2.68M	Sell	55,582 -31,093	-36%	-$1.48M	0.02%	578
2024 Q2	$4.09M	Sell	86,675 -107,823	-55%	-$5.08M	0.03%	430
2024 Q1	$9.23M	Sell	194,498 -230,101	-54%	-$11M	0.08%	191
2023 Q4	$20.3M	Buy	424,599 +20,349	+5%	+$955K	0.2%	82
2023 Q3	$18.7M	Sell	404,250 -2,127	-0.5%	-$99.6K	0.21%	77
2023 Q2	$19.1M	Sell	406,377 -13,015	-3%	-$613K	0.22%	79
2023 Q1	$19.9M	Sell	419,392 -32,892	-7%	-$1.55M	0.24%	65
2022 Q4	$21.2M	Buy	452,284 +41,314	+10%	+$1.92M	0.28%	48
2022 Q3	$18.9M	Sell	410,970 -39,767	-9%	-$1.88M	0.29%	47
2022 Q2	$21.3M	Sell	450,737 -5,620	-1%	-$264K	0.32%	41
2022 Q1	$21.6M	Buy	456,357 +5,314	+1%	+$256K	0.3%	49
2021 Q4	$22.2M	Buy	451,043 +3,541	+0.8%	+$174K	0.33%	43
2021 Q3	$22.1M	Buy	447,502 +11,107	+3%	+$551K	0.37%	37
2021 Q2	$21.6M	Buy	436,395 +22,110	+5%	+$1.1M	0.39%	39
2021 Q1	$20.5M	Buy	414,285 +18,646	+5%	+$926K	0.44%	32
2020 Q4	$19.7M	Buy	395,639 +7,024	+2%	+$350K	0.47%	33
2020 Q3	$19.4M	Buy	388,615 +65,594	+20%	+$3.28M	0.31%	55
2020 Q2	$16.1M	Buy	323,021 +98,507	+44%	+$4.87M	0.46%	35
2020 Q1	$11M	Buy	224,514 +8,141	+4%	+$398K	0.33%	47
2019 Q4	$10.6M	Buy	216,373 +26,854	+14%	+$1.32M	0.25%	64
2019 Q3	$9.29M	Buy	189,519 +16,179	+9%	+$794K	0.38%	36
2019 Q2	$8.48M	Buy	173,340 +85,830	+98%	+$4.17M	0.37%	35
2019 Q1	$4.24M	Buy	+87,510	New	+$4.23M	0.23%	57

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Avantax Advisory Services's SHM Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.2% in Q2 2025, selling an estimated $165K and leaving 52,386 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #694.

Avantax Advisory Services first reported a position in SHM in Q1 2019 and has held it in 26 quarters since. The position peaked at $22.2M in Q4 2021. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Avantax Advisory Services held 52,386 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.51M as of Q2 2025.
Avantax Advisory Services sold 3,478 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $165K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #694 holding.
Avantax Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $22.2M in Q4 2021.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.