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

Belpointe Asset 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 Q2	–	Sell	-16,217	Closed	-$772K	–	1014
2025 Q1	$772K	Buy	+16,217	New	+$772K	0.04%	412
2023 Q2	–	Sell	-1,480	Closed	-$70.4K	–	2893
2023 Q1	$70.4K	Hold	1,480	–	–	﹤0.01%	1506
2022 Q4	$69.5K	Sell	1,480 -1,048	-41%	-$48.8K	﹤0.01%	1441
2022 Q3	$117K	Buy	2,528 +285	+13%	+$13.4K	0.01%	1087
2022 Q2	$106K	Buy	+2,243	New	+$105K	0.01%	1094
2020 Q1	–	Sell	-2,077	Closed	-$102K	–	756
2019 Q4	$102K	Sell	2,077 -77	-4%	-$3.77K	0.01%	773
2019 Q3	$106K	Buy	+2,154	New	+$106K	0.02%	658
2019 Q1	–	Sell	-2,772	Closed	-$133K	–	545
2018 Q4	$133K	Sell	2,772 -1,085	-28%	-$51.8K	0.03%	423
2018 Q3	$184K	Buy	+3,857	New	+$185K	0.03%	475

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

Belpointe Asset Management's SHM Position: Q2 2025 in Review

Belpointe Asset Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 16,217 shares — an estimated $772K sold.

Belpointe Asset Management first reported a position in SHM in Q3 2018 and held it in 9 quarters. The position peaked at $772K in Q1 2025. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Belpointe Asset Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 16,217 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $772K.
Belpointe Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and held it in 9 quarters.
Belpointe Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $772K in Q1 2025.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.