CCB
SHM icon

Country Club Bank’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Country Club Bank’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 		$1.23M Buy
25,612
+4,535
+22% +$218K 0.07% 195
2025
Q2 		$1.01M Buy
21,077
+2,163
+11% +$103K 0.06% 205
2025
Q1 		$899K Buy
18,914
+3,170
+20% +$151K 0.06% 214
2024
Q4 		$746K Buy
15,744
+212
+1% +$10.1K 0.05% 229
2024
Q3 		$748K Sell
15,532
-2,300
-13% -$110K 0.05% 225
2024
Q2 		$841K Sell
17,832
-1,000
-5% -$47.1K 0.06% 214
2024
Q1 		$893K Buy
18,832
+80
+0.4% +$3.81K 0.06% 207
2023
Q4 		$897K Sell
18,752
-3,078
-14% -$144K 0.07% 202
2023
Q3 		$1.01M Sell
21,830
-5,786
-21% -$271K 0.08% 185
2023
Q2 		$1.3M Sell
27,616
-158
-0.6% -$7.44K 0.1% 157
2023
Q1 		$1.32M Sell
27,774
-5,826
-17% -$275K 0.11% 153
2022
Q4 		$1.58M Sell
33,600
-59,406
-64% -$2.77M 0.14% 135
2022
Q3 		$4.29M Sell
93,006
-73,212
-44% -$3.45M 0.41% 75
2022
Q2 		$7.84M Buy
166,218
+13,884
+9% +$652K 0.73% 48
2022
Q1 		$7.21M Buy
+152,334
New +$7.34M 0.63% 55

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
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

Country Club Bank's SHM Position: Q3 2025 in Review

Country Club Bank increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 22% in Q3 2025, buying an estimated $218K and bringing the position to 25,612 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #195.

Country Club Bank first reported a position in SHM in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.84M in Q2 2022. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Country Club Bank held 25,612 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.23M as of Q3 2025.
  • Country Club Bank bought 4,535 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $218K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Country Club Bank's portfolio in Q3 2025, its #195 holding.
  • Country Club Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.84M in Q2 2022.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.