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

BOK Financial’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	-109	Closed	-$5.19K	–	1318
2025 Q1	$5.19K	Hold	109	–	–	﹤0.01%	1038
2024 Q4	$5.16K	Hold	109	–	–	﹤0.01%	1036
2024 Q3	$5.25K	Buy	+109	New	+$5.2K	﹤0.01%	1057
2023 Q4	–	Sell	-109	Closed	-$5.04K	–	1306
2023 Q3	$5.04K	Buy	+109	New	+$5.11K	﹤0.01%	956
2023 Q1	–	Sell	-24,589	Closed	-$1.16M	–	1245
2022 Q4	$1.16M	Buy	24,589 +10,468	+74%	+$487K	0.02%	477
2022 Q3	$651K	Buy	14,121 +4,386	+45%	+$207K	0.01%	604
2022 Q2	$461K	Buy	+9,735	New	+$457K	0.01%	688
2022 Q1	–	Sell	-7,744	Closed	-$381K	–	1017
2021 Q4	$381K	Buy	7,744 +2,340	+43%	+$115K	0.01%	769
2021 Q3	$267K	Buy	+5,404	New	+$268K	﹤0.01%	843
2021 Q1	–	Sell	-8,753	Closed	-$436K	–	946
2020 Q4	$436K	Sell	8,753 -1,566	-15%	-$78K	0.01%	693
2020 Q3	$515K	Buy	10,319 +2,585	+33%	+$129K	0.01%	615
2020 Q2	$386K	Buy	+7,734	New	+$382K	0.01%	688
2017 Q4	–	Sell	-1,053	Closed	-$52K	–	1092
2017 Q3	$52K	Buy	+1,053	New	+$51.3K	﹤0.01%	977

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

BOK Financial's SHM Position: Q2 2025 in Review

BOK Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 109 shares — an estimated $5.19K sold.

BOK Financial first reported a position in SHM in Q3 2017 and held it in 13 quarters. The position peaked at $1.16M in Q4 2022. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

BOK Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 109 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $5.19K.
BOK Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2017 and held it in 13 quarters.
BOK Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.16M in Q4 2022.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.