Neuberger Berman Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Neuberger Berman Group’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	-4,420	Closed	-$209K	–	2044
2024 Q4	$209K	Buy	+4,420	New	+$211K	﹤0.01%	1782
2021 Q3	–	Sell	-5,095	Closed	-$252K	–	1816
2021 Q2	$252K	Buy	5,095 +626	+14%	+$31K	﹤0.01%	1659
2021 Q1	$221K	Hold	4,469	–	–	﹤0.01%	1683
2020 Q4	$223K	Buy	+4,469	New	+$223K	﹤0.01%	1595

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Neuberger Berman Group's SHM Position: Q1 2025 in Review

Neuberger Berman Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 4,420 shares — an estimated $209K sold.

Neuberger Berman Group first reported a position in SHM in Q4 2020 and held it in 4 quarters. The position peaked at $252K in Q2 2021. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Neuberger Berman Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Neuberger Berman Group sold 4,420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $209K.
Neuberger Berman Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
Neuberger Berman Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $252K in Q2 2021.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.