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

Burt Wealth 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	$627K	Hold	13,000	–	–	0.15%	62
2025 Q2	$622K	Hold	13,000	–	–	0.14%	62
2025 Q1	$619K	Hold	13,000	–	–	0.16%	55
2024 Q4	$616K	Hold	13,000	–	–	0.16%	56
2024 Q3	$626K	Hold	13,000	–	–	0.15%	54
2024 Q2	$613K	Sell	13,000 -2,715	-17%	-$128K	0.16%	52
2024 Q1	$746K	Sell	15,715 -1,556	-9%	-$74.1K	0.19%	50
2023 Q4	$825K	Sell	17,271 -639	-4%	-$30K	0.24%	45
2023 Q3	$828K	Sell	17,910 -1,530	-8%	-$71.7K	0.25%	37
2023 Q2	$915K	Buy	19,440 +6,440	+50%	+$303K	0.28%	35
2023 Q1	$618K	Hold	13,000	–	–	0.19%	44
2022 Q4	$611K	Buy	+13,000	New	+$605K	0.2%	45
2019 Q1	–	Sell	-2,332	Closed	-$112K	–	374
2018 Q4	$112K	Sell	2,332 -706	-23%	-$33.7K	0.05%	115
2018 Q3	$145K	Buy	+3,038	New	+$146K	0.07%	105

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

Burt Wealth Advisors's SHM Position: Q3 2025 in Review

Burt Wealth Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2025 at 13,000 shares worth $627K. The position accounts for 0.15% of the portfolio, ranked #62.

Burt Wealth Advisors first reported a position in SHM in Q3 2018 and has held it in 14 quarters since. The position peaked at $915K in Q2 2023. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Burt Wealth Advisors held 13,000 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $627K as of Q3 2025.
Burt Wealth 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 0.15% of Burt Wealth Advisors's portfolio in Q3 2025, its #62 holding.
Burt Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2018 and has held it in 14 quarters since.
Burt Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $915K in Q2 2023.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.