CBIZ Investment Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-84	Closed	-$4.03K	–	778
2025 Q2	$4.03K	Hold	84	–	–	﹤0.01%	457
2025 Q1	$3.98K	Buy	84 +1	+1%	+$48	﹤0.01%	416
2024 Q4	$3.95K	Buy	83 +1	+1%	+$48	﹤0.01%	334
2024 Q3	$3.98K	Hold	82	–	–	﹤0.01%	310
2024 Q2	$3.88K	Hold	82	–	–	﹤0.01%	306
2024 Q1	$3.88K	Buy	+82	New	+$3.9K	﹤0.01%	288

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

CCWA

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

CBIZ Investment Advisory Services's SHM Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 84 shares — an estimated $4.03K sold.

CBIZ Investment Advisory Services first reported a position in SHM in Q1 2024 and held it in 6 quarters. The position peaked at $4.03K in Q2 2025. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 84 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $4.03K.
CBIZ Investment Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.03K in Q2 2025.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.