AWP
SHM icon

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

Avid Wealth Partners’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 		– Sell
-4,559
Closed -$217K – 59
2025
Q1 		$217K Sell
4,559
-5,929
-57% -$282K 0.15% 45
2024
Q4 		$497K Buy
+10,488
New +$501K 0.35% 29

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avid Wealth Partners's SHM Position: Q2 2025 in Review

Avid Wealth Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 4,559 shares — an estimated $217K sold.

Avid Wealth Partners first reported a position in SHM in Q4 2024 and held it in 2 quarters. The position peaked at $497K in Q4 2024. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Avid Wealth Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 4,559 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $217K.
  • Avid Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Avid Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $497K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Avid Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.