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

Kovitz Investment Group 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 Q4	–	Sell	-12,336	Closed	-$595K	–	1177
2025 Q3	$595K	Buy	12,336 +39	+0.3%	+$1.88K	﹤0.01%	976
2025 Q2	$588K	Sell	12,297 -4,081	-25%	-$194K	﹤0.01%	930
2025 Q1	$780K	Sell	16,378 -5,018	-23%	-$239K	﹤0.01%	803
2024 Q4	$1.01M	Buy	21,396 +1,051	+5%	+$50.2K	0.01%	714
2024 Q3	$973K	Sell	20,345 -12,751	-39%	-$609K	0.01%	633
2024 Q2	$1.56M	Buy	33,096 +93	+0.3%	+$4.38K	0.01%	464
2024 Q1	$1.57M	Buy	+33,003	New	+$1.57M	0.02%	332

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

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

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

CCWA

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

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

Kovitz Investment Group Partners's SHM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 12,336 shares — an estimated $595K sold.

Kovitz Investment Group Partners first reported a position in SHM in Q1 2024 and held it in 7 quarters. The position peaked at $1.57M in Q1 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,336 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $595K.
Kovitz Investment Group Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.57M in Q1 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.