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

JFG Wealth 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	$392K	Hold	8,136	–	–	0.08%	51
2025 Q2	$389K	Sell	8,136 -673	-8%	-$31.9K	0.08%	45
2025 Q1	$419K	Sell	8,809 -2,661	-23%	-$127K	0.1%	55
2024 Q4	$544K	Buy	11,470 +3,639	+46%	+$174K	0.12%	57
2024 Q3	$377K	Hold	7,831	–	–	0.1%	51
2024 Q2	$370K	Sell	7,831 -41,182	-84%	-$1.94M	0.11%	39
2024 Q1	$2.33M	Sell	49,013 -6,757	-12%	-$322K	0.62%	15
2023 Q4	$2.67M	Buy	55,770 +48,214	+638%	+$2.26M	0.77%	13
2023 Q3	$349K	Sell	7,556 -277	-4%	-$13K	0.11%	25
2023 Q2	$369K	Hold	7,833	–	–	0.11%	24
2023 Q1	$372K	Sell	7,833 -248	-3%	-$11.7K	0.13%	18
2022 Q4	$380K	Sell	8,081 -6,914	-46%	-$322K	0.12%	20
2022 Q3	$691K	Buy	+14,995	New	+$707K	0.23%	26

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

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

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

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

JFG Wealth Management's SHM Position: Q3 2025 in Review

JFG Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2025 at 8,136 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #51.

JFG Wealth Management first reported a position in SHM in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.67M in Q4 2023. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

JFG Wealth Management held 8,136 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $392K as of Q3 2025.
JFG Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2025.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of JFG Wealth Management's portfolio in Q3 2025, its #51 holding.
JFG Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 13 quarters since.
JFG Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.67M in Q4 2023.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.