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

CIBC Private Wealth 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 Q4	$643K	Hold	13,401	–	–	﹤0.01%	804
2025 Q3	$646K	Buy	13,401 +8,277	+162%	+$398K	﹤0.01%	790
2025 Q2	$245K	Sell	5,124 -1,167	-19%	-$55.4K	﹤0.01%	1035
2025 Q1	$296K	Sell	6,291 -546	-8%	-$26K	﹤0.01%	958
2024 Q4	$324K	Sell	6,837 -288	-4%	-$13.7K	﹤0.01%	992
2024 Q3	$343K	Sell	7,125 -37	-0.5%	-$1.77K	﹤0.01%	985
2024 Q2	$338K	Hold	7,162	–	–	﹤0.01%	925
2024 Q1	$339K	Buy	+7,162	New	+$341K	﹤0.01%	932
2015 Q2	–	Sell	-7,105	Closed	-$346K	–	630
2015 Q1	$346K	Sell	7,105 -1,610	-18%	-$78.4K	﹤0.01%	579
2014 Q4	$423K	Hold	8,715	–	–	﹤0.01%	558
2014 Q3	$425K	Hold	8,715	–	–	﹤0.01%	549
2014 Q2	$424K	Hold	8,715	–	–	﹤0.01%	535
2014 Q1	$422K	Buy	+8,715	New	+$424K	﹤0.01%	525

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

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

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

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

CCWA

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

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

CIBC Private Wealth Group's SHM Position: Q4 2025 in Review

CIBC Private Wealth Group held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q4 2025 at 13,401 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

CIBC Private Wealth Group first reported a position in SHM in Q1 2014 and has held it in 13 quarters since. The position peaked at $646K in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

CIBC Private Wealth Group held 13,401 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $643K as of Q4 2025.
CIBC Private Wealth Group left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q4 2025.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #804 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and has held it in 13 quarters since.
CIBC Private Wealth Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $646K in Q3 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.