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

Jentner Corp’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	-4,984	Closed	-$237K	–	55
2025 Q1	$237K	Sell	4,984 -9,968	-67%	-$475K	0.07%	51
2024 Q4	$709K	Hold	14,952	–	–	0.21%	32
2024 Q3	$720K	Buy	14,952 +52	+0.3%	+$2.48K	0.22%	30
2024 Q2	$703K	Hold	14,900	–	–	0.23%	27
2024 Q1	$707K	Hold	14,900	–	–	0.25%	29
2023 Q4	$712K	Hold	14,900	–	–	0.28%	28
2023 Q3	$689K	Hold	14,900	–	–	0.43%	24
2023 Q2	$701K	Hold	14,900	–	–	0.44%	27
2023 Q1	$708K	Hold	14,900	–	–	0.48%	25
2022 Q4	$700K	Hold	14,900	–	–	0.52%	23
2022 Q3	$687K	Hold	14,900	–	–	0.55%	20
2022 Q2	$704K	Hold	14,900	–	–	0.53%	20
2022 Q1	$705K	Hold	14,900	–	–	0.51%	15
2021 Q4	$733K	Hold	14,900	–	–	0.48%	17
2021 Q3	$736K	Hold	14,900	–	–	0.5%	16
2021 Q2	$738K	Hold	14,900	–	–	0.52%	15
2021 Q1	$738K	Buy	+14,900	New	+$740K	0.57%	12

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jentner Corp's SHM Position: Q2 2025 in Review

Jentner Corp sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 4,984 shares — an estimated $237K sold.

Jentner Corp first reported a position in SHM in Q1 2021 and held it in 17 quarters. The position peaked at $738K in Q2 2021. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Jentner Corp reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Jentner Corp sold 4,984 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $237K.
Jentner Corp first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and held it in 17 quarters.
Jentner Corp's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $738K in Q2 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 Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.