McIlrath & Eck’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

McIlrath & Eck’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 Q2	–	Sell	-94	Closed	-$4.47K	–	963
2025 Q1	$4.47K	Hold	94	–	–	﹤0.01%	740
2024 Q4	$4.46K	Sell	94 -152	-62%	-$7.26K	﹤0.01%	776
2024 Q3	$11.8K	Sell	246 -181	-42%	-$8.64K	﹤0.01%	593
2024 Q2	$20.1K	Hold	427	–	–	﹤0.01%	453
2024 Q1	$20.3K	Hold	427	–	–	﹤0.01%	452
2023 Q4	$20.4K	Hold	427	–	–	﹤0.01%	409
2023 Q3	$19.7K	Hold	427	–	–	﹤0.01%	409
2023 Q2	$20.1K	Hold	427	–	–	﹤0.01%	419
2023 Q1	$20.3K	Hold	427	–	–	﹤0.01%	410
2022 Q4	$20.1K	Hold	427	–	–	0.01%	409
2022 Q3	$20K	Hold	427	–	–	0.01%	401
2022 Q2	$20K	Hold	427	–	–	0.01%	388
2022 Q1	$20K	Hold	427	–	–	0.01%	397
2021 Q4	$21K	Hold	427	–	–	0.01%	400
2021 Q3	$21K	Hold	427	–	–	0.01%	385
2021 Q2	$21K	Hold	427	–	–	0.01%	377
2021 Q1	$21K	Hold	427	–	–	0.01%	335
2020 Q4	$21K	Hold	427	–	–	0.01%	295
2020 Q3	$21K	Hold	427	–	–	0.01%	258
2020 Q2	$21K	Hold	427	–	–	0.01%	236
2020 Q1	$21K	Hold	427	–	–	0.01%	185
2019 Q4	$21K	Hold	427	–	–	0.01%	226
2019 Q3	$21K	Hold	427	–	–	0.01%	203
2019 Q2	$21K	Hold	427	–	–	0.01%	190
2019 Q1	$21K	Hold	427	–	–	0.01%	190
2018 Q4	$21K	Hold	427	–	–	0.01%	188
2018 Q3	$20K	Hold	427	–	–	0.01%	209
2018 Q2	$20K	Hold	427	–	–	0.01%	200
2018 Q1	$20K	Hold	427	–	–	0.01%	185
2017 Q4	$20K	Buy	+427	New	+$20.6K	0.01%	191

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

McIlrath & Eck's SHM Position: Q2 2025 in Review

McIlrath & Eck sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 94 shares — an estimated $4.47K sold.

McIlrath & Eck first reported a position in SHM in Q4 2017 and held it in 30 quarters. The position peaked at $21K in Q4 2021. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

McIlrath & Eck reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
McIlrath & Eck sold 94 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $4.47K.
McIlrath & Eck first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 30 quarters.
McIlrath & Eck's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $21K in Q4 2021.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.