NorthRock Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

NorthRock 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 Q2	–	Sell	-108	Closed	-$5.12K	–	885
2025 Q1	$5.12K	Sell	108 -250	-70%	-$11.9K	﹤0.01%	800
2024 Q4	$17K	Buy	358 +2	+0.6%	+$95	﹤0.01%	709
2024 Q3	$17.1K	Buy	356 +107	+43%	+$5.11K	﹤0.01%	754
2024 Q2	$11.8K	Sell	249 -1,772	-88%	-$83.5K	﹤0.01%	744
2024 Q1	$95.9K	Hold	2,021	–	–	﹤0.01%	630
2023 Q4	$96.6K	Buy	+2,021	New	+$94.8K	﹤0.01%	592

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

NorthRock Partners's SHM Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 108 shares — an estimated $5.12K sold.

NorthRock Partners first reported a position in SHM in Q4 2023 and held it in 6 quarters. The position peaked at $96.6K in Q4 2023. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

NorthRock Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 108 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $5.12K.
NorthRock Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $96.6K in Q4 2023.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.