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

ERTS 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 Q2	–	Sell	-5,635	Closed	-$268K	–	76
2025 Q1	$268K	Sell	5,635 -385	-6%	-$18.3K	0.05%	70
2024 Q4	$285K	Hold	6,020	–	–	0.05%	71
2024 Q3	$290K	Hold	6,020	–	–	0.05%	80
2024 Q2	$284K	Sell	6,020 -1,161	-16%	-$54.7K	0.06%	77
2024 Q1	$341K	Sell	7,181 -2,873	-29%	-$137K	0.07%	69
2023 Q4	$480K	Sell	10,054 -3,910	-28%	-$183K	0.1%	43
2023 Q3	$646K	Sell	13,964 -99	-0.7%	-$4.64K	0.16%	36
2023 Q2	$662K	Sell	14,063 -1,679	-11%	-$79.1K	0.15%	40
2023 Q1	$749K	Sell	15,742 -35,245	-69%	-$1.66M	0.18%	37
2022 Q4	$2.4M	Buy	50,987 +4,607	+10%	+$214K	0.62%	20
2022 Q3	$2.14M	Sell	46,380 -16,819	-27%	-$793K	0.6%	19
2022 Q2	$2.99M	Sell	63,199 -1,640	-3%	-$77K	0.85%	15
2022 Q1	$3.07M	Buy	+64,839	New	+$3.13M	0.86%	15

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ERTS Wealth Advisors's SHM Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 5,635 shares — an estimated $268K sold.

ERTS Wealth Advisors first reported a position in SHM in Q1 2022 and held it in 13 quarters. The position peaked at $3.07M in Q1 2022. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

ERTS Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 5,635 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $268K.
ERTS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and held it in 13 quarters.
ERTS Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.07M in Q1 2022.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.