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

Freedom 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
Q3 		– Sell
-45,273
Closed -$2.17M – 594
2025
Q2 		$2.17M Sell
45,273
-2,052
-4% -$97.3K 0.17% 95
2025
Q1 		$2.25M Sell
47,325
-24,766
-34% -$1.18M 0.19% 90
2024
Q4 		$3.42M Buy
72,091
+593
+0.8% +$28.3K 0.28% 61
2024
Q3 		$3.44M Sell
71,498
-1,701
-2% -$81.2K 0.27% 65
2024
Q2 		$3.45M Buy
73,199
+1,379
+2% +$65K 0.28% 62
2024
Q1 		$3.41M Buy
71,820
+1,607
+2% +$76.5K 0.27% 64
2023
Q4 		$3.36M Sell
70,213
-1,488
-2% -$69.8K 0.27% 66
2023
Q3 		$3.31M Sell
71,701
-4,895
-6% -$229K 0.41% 44
2023
Q2 		$3.6M Sell
76,596
-949
-1% -$44.7K 0.4% 46
2023
Q1 		$3.69M Buy
77,545
+3,484
+5% +$165K 0.42% 49
2022
Q4 		$3.48M Sell
74,061
-11,751
-14% -$547K 0.39% 55
2022
Q3 		$3.96M Sell
85,812
-1,822
-2% -$86K 0.46% 47
2022
Q2 		$4.14M Sell
87,634
-2,768
-3% -$130K 0.44% 46
2022
Q1 		$4.28M Buy
90,402
+2,412
+3% +$116K 0.38% 62
2021
Q4 		$4.33M Sell
87,990
-2,107
-2% -$104K 0.32% 65
2021
Q3 		$4.45M Buy
90,097
+3,632
+4% +$180K 0.34% 59
2021
Q2 		$4.29M Buy
86,465
+3,033
+4% +$150K 0.32% 63
2021
Q1 		$4.13M Buy
+83,432
New +$4.14M 0.32% 66
2018
Q2 		– Sell
-164,320
Closed -$7.86M – 1106
2018
Q1 		$7.86M Buy
164,320
+3,907
+2% +$187K 0.4% 27
2017
Q4 		$7.68M Sell
160,413
-4,615
-3% -$223K 0.39% 31
2017
Q3 		$8.02M Sell
165,028
-2,874
-2% -$140K 0.44% 26
2017
Q2 		$8.14M Sell
167,902
-6,645
-4% -$323K 0.46% 26
2017
Q1 		$8.46M Sell
174,547
-2,704
-2% -$130K 0.49% 23
2016
Q4 		$8.5M Sell
177,251
-5,749
-3% -$278K 0.53% 18
2016
Q3 		$8.94M Buy
183,000
+18,003
+11% +$883K 0.57% 24
2016
Q2 		$8.1M Buy
164,997
+18,183
+12% +$890K 0.55% 18
2016
Q1 		$7.17M Buy
146,814
+31,549
+27% +$1.54M 0.52% 21
2015
Q4 		$5.62M Buy
115,265
+98,125
+572% +$4.78M 0.43% 26
2015
Q3 		$215K Sell
17,140
-77,009
-82% -$3.74M 0.02% 593
2015
Q2 		$4.57M Buy
94,149
+8,430
+10% +$408K 0.47% 36
2015
Q1 		$4.17M Buy
85,719
+3,580
+4% +$174K 0.46% 34
2014
Q4 		$3.99M Buy
82,139
+170
+0.2% +$8.28K 0.52% 30
2014
Q3 		$4M Buy
81,969
+8,872
+12% +$433K 0.71% 16
2014
Q2 		$3.56M Buy
73,097
+7,832
+12% +$381K 0.6% 18
2014
Q1 		$3.17M Buy
65,265
+3,000
+5% +$146K 0.68% 16
2013
Q4 		$3.02M Sell
62,265
-7,197
-10% -$349K 0.75% 17
2013
Q3 		$3.37M Buy
69,462
+29,159
+72% +$1.4M 0.96% 16
2013
Q2 		$1.93M Buy
+40,303
New +$1.96M 0.66% 24

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 $374B AUM 17.66% 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 $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Freedom Investment Management's SHM Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 45,273 shares — an estimated $2.17M sold.

Freedom Investment Management first reported a position in SHM in Q2 2013 and held it in 38 quarters. The position peaked at $8.94M in Q3 2016. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 45,273 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $2.17M.
  • Freedom Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 38 quarters.
  • Freedom Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.94M in Q3 2016.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.