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

HCR 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 Q4	–	Sell	-8,000	Closed	-$385K	–	260
2025 Q3	$385K	Hold	8,000	–	–	0.04%	170
2025 Q2	$383K	Buy	8,000 +2,500	+45%	+$119K	0.05%	166
2025 Q1	$262K	Hold	5,500	–	–	0.03%	197
2024 Q4	$261K	Hold	5,500	–	–	0.03%	193
2024 Q3	$265K	Hold	5,500	–	–	0.03%	193
2024 Q2	$260K	Sell	5,500 -4,500	-45%	-$212K	0.04%	186
2024 Q1	$474K	Hold	10,000	–	–	0.07%	133
2023 Q4	$478K	Hold	10,000	–	–	0.08%	123
2023 Q3	$462K	Sell	10,000 -2,500	-20%	-$117K	0.1%	107
2023 Q2	$588K	Hold	12,500	–	–	0.11%	105
2023 Q1	$594K	Hold	12,500	–	–	0.12%	108
2022 Q4	$587K	Hold	12,500	–	–	0.12%	102
2022 Q3	$576K	Buy	12,500 +7,900	+172%	+$373K	0.12%	101
2022 Q2	$217K	Buy	+4,600	New	+$216K	0.04%	160

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

HCR Wealth Advisors's SHM Position: Q4 2025 in Review

HCR Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 8,000 shares — an estimated $385K sold.

HCR Wealth Advisors first reported a position in SHM in Q2 2022 and held it in 14 quarters. The position peaked at $594K in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

HCR Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
HCR Wealth Advisors sold 8,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $385K.
HCR Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 14 quarters.
HCR Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $594K in Q1 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on HCR Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.