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

MBM Wealth Consultants’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
-8,555
Closed -$406K – 108
2024
Q4 		$406K Sell
8,555
-74,874
-90% -$3.57M 0.12% 71
2024
Q3 		$4.02M Buy
83,429
+15,084
+22% +$720K 1.27% 13
2024
Q2 		$3.23M Buy
68,345
+7,554
+12% +$356K 1.1% 13
2024
Q1 		$2.88M Buy
60,791
+5,342
+10% +$254K 1.01% 13
2023
Q4 		$2.64M Buy
55,449
+15,442
+39% +$724K 0.99% 13
2023
Q3 		$1.86M Sell
40,007
-3,217
-7% -$151K 0.81% 17
2023
Q2 		$2.03M Sell
43,224
-16,271
-27% -$766K 0.87% 16
2023
Q1 		$2.69M Hold
59,495
– – 1.1% 15
2022
Q4 		$2.8M Sell
59,495
-4,214
-7% -$196K 1.29% 15
2022
Q3 		$2.94M Sell
63,709
-4,968
-7% -$234K 1.42% 13
2022
Q2 		$3.25M Sell
68,677
-2,029
-3% -$95.3K 1.59% 15
2022
Q1 		$3.35M Buy
70,706
+1,359
+2% +$65.5K 1.39% 21
2021
Q4 		$3.41M Buy
69,347
+10,205
+17% +$503K 1.42% 25
2021
Q3 		$2.92M Buy
59,142
+1,629
+3% +$80.8K 1.33% 25
2021
Q2 		$2.85M Buy
57,513
+2,106
+4% +$104K 1.34% 23
2021
Q1 		$2.75M Buy
55,407
+1,126
+2% +$55.9K 1.39% 22
2020
Q4 		$2.7M Buy
54,281
+7,672
+16% +$382K 1.47% 23
2020
Q3 		$2.32M Buy
46,609
+869
+2% +$43.4K 1.48% 21
2020
Q2 		$2.28M Sell
45,740
-321
-0.7% -$15.9K 1.61% 20
2020
Q1 		$2.25M Buy
46,061
+11,563
+34% +$565K 1.86% 17
2019
Q4 		$1.69M Sell
34,498
-503
-1% -$24.7K 1.26% 24
2019
Q3 		$1.72M Buy
35,001
+1,590
+5% +$78.1K 1.35% 23
2019
Q2 		$1.64M Buy
33,411
+2,924
+10% +$142K 1.36% 24
2019
Q1 		$1.48M Buy
30,487
+4,245
+16% +$205K 1.3% 23
2018
Q4 		$1.26M Buy
+26,242
New +$1.25M 1.23% 25

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
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

MBM Wealth Consultants's SHM Position: Q1 2025 in Review

MBM Wealth Consultants sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 8,555 shares — an estimated $406K sold.

MBM Wealth Consultants first reported a position in SHM in Q4 2018 and held it in 25 quarters. The position peaked at $4.02M in Q3 2024. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

  • MBM Wealth Consultants reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MBM Wealth Consultants sold 8,555 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $406K.
  • MBM Wealth Consultants first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and held it in 25 quarters.
  • MBM Wealth Consultants's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.02M in Q3 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 MBM Wealth Consultants's 13F filing for Q1 2025, filed 28 Apr 2025.