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

Oarsman Capital’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
-950
Closed -$45K – 731
2024
Q4 		$45K Hold
950
– – 0.01% 463
2024
Q3 		$45.7K Buy
+950
New +$45.4K 0.01% 467
2023
Q2 		– Sell
-5,185
Closed -$247K – 181
2023
Q1 		$247K Sell
5,185
-750
-13% -$35.4K 0.12% 149
2022
Q4 		$279K Sell
5,935
-16,360
-73% -$762K 0.14% 135
2022
Q3 		$1.03M Sell
22,295
-3,395
-13% -$160K 0.55% 52
2022
Q2 		$1.21M Sell
25,690
-4,168
-14% -$196K 0.6% 49
2022
Q1 		$1.41M Buy
29,858
+2,850
+11% +$137K 0.55% 53
2021
Q4 		$1.33M Buy
27,008
+3,309
+14% +$163K 0.52% 61
2021
Q3 		$1.17M Buy
23,699
+2,575
+12% +$128K 0.47% 72
2021
Q2 		$1.05M Buy
21,124
+5,250
+33% +$260K 0.42% 77
2021
Q1 		$787K Buy
15,874
+525
+3% +$26.1K 0.34% 90
2020
Q4 		$764K Sell
15,349
-750
-5% -$37.3K 0.3% 86
2020
Q3 		$803K Buy
16,099
+1,065
+7% +$53.2K 0.36% 73
2020
Q2 		$750K Buy
15,034
+9,991
+198% +$494K 0.37% 72
2020
Q1 		$247K Sell
5,043
-13,026
-72% -$637K 0.23% 93
2019
Q4 		$887K Buy
18,069
+825
+5% +$40.5K 0.41% 70
2019
Q3 		$845K Buy
17,244
+4,383
+34% +$215K 0.4% 75
2019
Q2 		$629K Sell
12,861
-2,407
-16% -$117K 0.29% 89
2019
Q1 		$740K Sell
15,268
-3,065
-17% -$148K 0.35% 82
2018
Q4 		$881K Sell
18,333
-1,085
-6% -$51.8K 0.45% 75
2018
Q3 		$926K Sell
19,418
-2,050
-10% -$98.3K 0.37% 82
2018
Q2 		$1.03M Sell
21,468
-289
-1% -$13.8K 0.47% 75
2018
Q1 		$1.04M Buy
21,757
+1,325
+6% +$63.5K 0.47% 72
2017
Q4 		$979K Sell
20,432
-270
-1% -$13K 0.42% 76
2017
Q3 		$1.01M Sell
20,702
-310
-1% -$15.1K 0.43% 76
2017
Q2 		$1.02M Buy
21,012
+1,484
+8% +$72.2K 0.47% 72
2017
Q1 		$946K Buy
19,528
+2,331
+14% +$112K 0.44% 75
2016
Q4 		$824K Sell
17,197
-6,907
-29% -$334K 0.53% 66
2016
Q3 		$1.18M Buy
24,104
+1,050
+5% +$51.5K 0.6% 59
2016
Q2 		$1.13M Buy
23,054
+105
+0.5% +$5.14K 0.59% 61
2016
Q1 		$1.12M Buy
22,949
+206
+0.9% +$10.1K 0.6% 61
2015
Q4 		$1.11M Buy
22,743
+733
+3% +$35.7K 0.62% 60
2015
Q3 		$1.07M Sell
22,010
-863
-4% -$42K 0.63% 58
2015
Q2 		$1.11M Buy
22,873
+1,750
+8% +$84.8K 0.76% 45
2015
Q1 		$1.03M Buy
21,123
+2,400
+13% +$117K 0.71% 50
2014
Q4 		$910K Buy
18,723
+1,550
+9% +$75.5K 0.66% 52
2014
Q3 		$838K Buy
17,173
+3,470
+25% +$169K 0.62% 57
2014
Q2 		$667K Buy
13,703
+1,467
+12% +$71.3K 0.48% 76
2014
Q1 		$594K Buy
12,236
+400
+3% +$19.5K 0.46% 83
2013
Q4 		$575K Buy
11,836
+1,798
+18% +$87.3K 0.46% 83
2013
Q3 		$486K Sell
10,038
-2,350
-19% -$113K 0.42% 93
2013
Q2 		$592K Buy
+12,388
New +$601K 0.56% 69

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

Oarsman Capital's SHM Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 950 shares — an estimated $45K sold.

Oarsman Capital first reported a position in SHM in Q2 2013 and held it in 42 quarters. The position peaked at $1.41M in Q1 2022. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 950 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $45K.
  • Oarsman Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 42 quarters.
  • Oarsman Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.41M in Q1 2022.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.