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

Moneta Group Investment Advisors’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 Q3	–	Sell	-5,519	Closed	-$264K	–	808
2025 Q2	$264K	Sell	5,519 -21	-0.4%	-$996	﹤0.01%	594
2025 Q1	$264K	Hold	5,540	–	–	﹤0.01%	553
2024 Q4	$263K	Sell	5,540 -5,946	-52%	-$284K	﹤0.01%	568
2024 Q3	$553K	Buy	11,486 +5,738	+100%	+$274K	0.01%	384
2024 Q2	$271K	Sell	5,748 -690	-11%	-$32.5K	﹤0.01%	518
2024 Q1	$305K	Buy	+6,438	New	+$307K	0.01%	480
2023 Q1	–	Sell	-5,272	Closed	-$251K	–	552
2022 Q4	$251K	Buy	+5,272	New	+$245K	0.01%	399

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

CCWA

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

Moneta Group Investment Advisors's SHM Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 5,519 shares — an estimated $264K sold.

Moneta Group Investment Advisors first reported a position in SHM in Q4 2022 and held it in 7 quarters. The position peaked at $553K in Q3 2024. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Moneta Group Investment Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 5,519 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $264K.
Moneta Group Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 7 quarters.
Moneta Group Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $553K in Q3 2024.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.