Keystone Financial Group (Kentucky)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-143,619	Closed	-$3.8M	–	407
2024 Q4	$3.8M	Buy	143,619 +137,478	+2,239%	+$6.56M	0.37%	58
2024 Q3	$296K	Buy	+6,141	New	+$293K	0.04%	281
2024 Q2	–	Sell	-7,517	Closed	-$357K	–	278
2024 Q1	$357K	Sell	7,517 -71	-0.9%	-$3.38K	0.05%	227
2023 Q4	$363K	Sell	7,588 -3,046	-29%	-$143K	0.06%	187
2023 Q3	$492K	Buy	+10,634	New	+$498K	0.08%	158

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SHM Position: Q1 2025 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 143,619 shares — an estimated $3.8M sold.

Keystone Financial Group (Kentucky) first reported a position in SHM in Q3 2023 and held it in 5 quarters. The position peaked at $3.8M in Q4 2024. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 143,619 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $3.8M.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.8M in Q4 2024.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2025, filed 13 May 2025.