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

Investment Partners’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
-18,269
Closed -$870K – 160
2025
Q1 		$870K Sell
18,269
-1,081
-6% -$51.5K 0.36% 68
2024
Q4 		$917K Sell
19,350
-1,688
-8% -$80.6K 0.38% 64
2024
Q3 		$1.01M Buy
21,038
+804
+4% +$38.4K 0.42% 60
2024
Q2 		$955K Sell
20,234
-107
-0.5% -$5.04K 0.43% 58
2024
Q1 		$965K Hold
20,341
– – 0.44% 60
2023
Q4 		$972K Buy
20,341
+417
+2% +$19.6K 0.48% 56
2023
Q3 		$921K Hold
19,924
– – 0.48% 56
2023
Q2 		$937K Sell
19,924
-1,053
-5% -$49.6K 0.49% 57
2023
Q1 		$997K Sell
20,977
-781
-4% -$36.9K 0.52% 56
2022
Q4 		$1.02M Buy
21,758
+16,242
+294% +$756K 0.54% 56
2022
Q3 		$254K Sell
5,516
-1,968
-26% -$92.8K 0.08% 218
2022
Q2 		$354K Sell
7,484
-832
-10% -$39.1K 0.17% 108
2022
Q1 		$394K Buy
8,316
+989
+13% +$47.7K 0.17% 104
2021
Q4 		$360K Hold
7,327
– – 0.15% 117
2021
Q3 		$362K Hold
7,327
– – 0.16% 112
2021
Q2 		$363K Hold
7,327
– – 0.17% 112
2021
Q1 		$363K Buy
7,327
+2,153
+42% +$107K 0.18% 98
2020
Q4 		$258K Sell
5,174
-300
-5% -$14.9K 0.14% 126
2020
Q3 		$273K Hold
5,474
– – 0.16% 106
2020
Q2 		$273K Buy
+5,474
New +$270K 0.16% 103
2019
Q2 		– Sell
-6,074
Closed -$294K – 153
2019
Q1 		$294K Buy
+6,074
New +$293K 0.21% 100
2015
Q2 		– Sell
-1,042
Closed -$51K – 133
2015
Q1 		$51K Buy
+1,042
New +$50.8K 0.06% 118

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 $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $173B AUM 20.72% 1-Year Est. Return

Investment Partners's SHM Position: Q2 2025 in Review

Investment Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 18,269 shares — an estimated $870K sold.

Investment Partners first reported a position in SHM in Q1 2015 and held it in 22 quarters. The position peaked at $1.02M in Q4 2022. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Investment Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Investment Partners sold 18,269 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $870K.
  • Investment Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and held it in 22 quarters.
  • Investment Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.02M in Q4 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 Investment Partners's 13F filing for Q2 2025, filed 8 Aug 2025.