Kovitz Investment Group Partners

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

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Northwestern Mutual Wealth Management

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Mercer Global Advisors

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