FAIM
SHM icon

Financial Advocates Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Advocates Investment Management’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
-12,923
Closed -$615K – 751
2025
Q1 		$615K Buy
+12,923
New +$616K 0.04% 384
2022
Q2 		– Sell
-9,654
Closed -$457K – 779
2022
Q1 		$457K Sell
9,654
-1,080
-10% -$52.1K 0.03% 465
2021
Q4 		$528K Sell
10,734
-1,439
-12% -$70.9K 0.03% 476
2021
Q3 		$618K Buy
12,173
+3,095
+34% +$153K 0.04% 429
2021
Q2 		$450K Buy
9,078
+2,426
+36% +$120K 0.03% 498
2021
Q1 		$330K Sell
6,652
-2,894
-30% -$144K 0.02% 578
2020
Q4 		$472K Buy
9,546
+1,751
+22% +$87.2K 0.03% 461
2020
Q3 		$389K Sell
7,795
-610
-7% -$30.5K 0.03% 420
2020
Q2 		$419K Buy
8,405
+2,801
+50% +$138K 0.04% 392
2020
Q1 		$274K Sell
5,604
-564
-9% -$27.6K 0.04% 374
2019
Q4 		$303K Buy
6,168
+1,955
+46% +$95.9K 0.03% 391
2019
Q3 		$206K Sell
4,213
-2,183
-34% -$107K 0.02% 458
2019
Q2 		$313K Buy
6,396
+417
+7% +$20.3K 0.04% 363
2019
Q1 		$290K Buy
5,979
+121
+2% +$5.84K 0.04% 368
2018
Q4 		$281K Sell
5,858
-1,336
-19% -$63.7K 0.04% 348
2018
Q3 		$343K Buy
7,194
+1
+0% +$48 0.04% 356
2018
Q2 		$345K Buy
7,193
+1
+0% +$48 0.04% 340
2018
Q1 		$344K Buy
7,192
+1,250
+21% +$59.9K 0.04% 337
2017
Q4 		$285K Buy
+5,942
New +$287K 0.04% 369

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's SHM Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 12,923 shares — an estimated $615K sold.

Financial Advocates Investment Management first reported a position in SHM in Q4 2017 and held it in 19 quarters. The position peaked at $618K in Q3 2021. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,923 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $615K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 19 quarters.
  • Financial Advocates Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $618K in Q3 2021.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.