IEQ Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

IEQ Capital’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	-4,383	Closed	-$210K	–	2048
2025 Q2	$210K	Buy	4,383 +28	+0.6%	+$1.33K	﹤0.01%	1594
2025 Q1	$207K	Buy	4,355 +19	+0.4%	+$905	﹤0.01%	1363
2024 Q4	$205K	Buy	4,336 +34	+0.8%	+$1.62K	﹤0.01%	1201
2024 Q3	$207K	Sell	4,302 -129	-3%	-$6.16K	﹤0.01%	1056
2024 Q2	$209K	Buy	4,431 +20	+0.5%	+$943	﹤0.01%	905
2024 Q1	$209K	Buy	+4,411	New	+$210K	﹤0.01%	871

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

IEQ Capital's SHM Position: Q3 2025 in Review

IEQ Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 4,383 shares — an estimated $210K sold.

IEQ Capital first reported a position in SHM in Q1 2024 and held it in 6 quarters. The position peaked at $210K in Q2 2025. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

IEQ Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 4,383 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $210K.
IEQ Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 6 quarters.
IEQ Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $210K in Q2 2025.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.