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

Bristlecone Advisors’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 Q3	$419K	Hold	8,689	–	–	0.04%	176
2025 Q2	$416K	Sell	8,689 -8,357	-49%	-$396K	0.03%	166
2025 Q1	$811K	Buy	17,046 +5,989	+54%	+$285K	0.07%	163
2024 Q4	$524K	Sell	11,057 -520	-4%	-$24.8K	0.04%	192
2024 Q3	$557K	Hold	11,577	–	–	0.04%	179
2024 Q2	$546K	Sell	11,577 -244	-2%	-$11.5K	0.05%	176
2024 Q1	$561K	Sell	11,821 -1,803	-13%	-$85.9K	0.05%	174
2023 Q4	$651K	Buy	+13,624	New	+$639K	0.07%	159
2023 Q2	–	Sell	-4,078	Closed	-$194K	–	332
2023 Q1	$194K	Buy	+4,078	New	+$193K	0.02%	262
2022 Q1	–	Sell	-35,752	Closed	-$1.76M	–	238
2021 Q4	$1.76M	Buy	+35,752	New	+$1.76M	0.21%	98
2016 Q3	–	Sell	-6,357	Closed	-$312K	–	159
2016 Q2	$312K	Sell	6,357 -5,125	-45%	-$251K	0.12%	117
2016 Q1	$561K	Buy	+11,482	New	+$562K	0.22%	101

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bristlecone Advisors's SHM Position: Q3 2025 in Review

Bristlecone Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2025 at 8,689 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #176.

Bristlecone Advisors first reported a position in SHM in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.76M in Q4 2021. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Bristlecone Advisors held 8,689 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $419K as of Q3 2025.
Bristlecone Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2025.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Bristlecone Advisors's portfolio in Q3 2025, its #176 holding.
Bristlecone Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and has held it in 12 quarters since.
Bristlecone Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.76M in Q4 2021.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.