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

Bessemer Group’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	-1,075	Closed	-$51K	–	2704
2024 Q4	$51K	Hold	1,075	–	–	﹤0.01%	1290
2024 Q3	$52K	Buy	+1,075	New	+$51.3K	﹤0.01%	1380
2023 Q4	–	Sell	-76	Closed	-$4K	–	2269
2023 Q3	$4K	Buy	+76	New	+$3.56K	﹤0.01%	1802
2023 Q2	–	Sell	-1,659	Closed	-$79K	–	2340
2023 Q1	$79K	Buy	+1,659	New	+$78.3K	﹤0.01%	1136
2020 Q3	–	Sell	-15,325	Closed	-$764K	–	1627
2020 Q2	$764K	Hold	15,325	–	–	﹤0.01%	877
2020 Q1	$749K	Sell	15,325 -46,570	-75%	-$2.28M	﹤0.01%	679
2019 Q4	$3.04M	Buy	+61,895	New	+$3.03M	0.01%	454

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

Bessemer Group's SHM Position: Q1 2025 in Review

Bessemer Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 1,075 shares — an estimated $51K sold.

Bessemer Group first reported a position in SHM in Q4 2019 and held it in 7 quarters. The position peaked at $3.04M in Q4 2019. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Bessemer Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Bessemer Group sold 1,075 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $51K.
Bessemer Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 7 quarters.
Bessemer Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.04M in Q4 2019.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.