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One Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

One Wealth 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
-4,971
Closed -$238K – 318
2025
Q2 		$238K Sell
4,971
-1,169
-19% -$55.4K 0.03% 256
2025
Q1 		$292K Sell
6,140
-1,988
-24% -$94.7K 0.04% 219
2024
Q4 		$385K Sell
8,128
-105
-1% -$5.01K 0.06% 155
2024
Q3 		$396K Buy
+8,233
New +$393K 0.06% 160
2024
Q2 		– Sell
-18,027
Closed -$855K – 261
2024
Q1 		$855K Sell
18,027
-5,442
-23% -$259K 0.15% 84
2023
Q4 		$1.12M Sell
23,469
-26,155
-53% -$1.23M 0.22% 65
2023
Q3 		$2.29M Sell
49,624
-6,586
-12% -$308K 0.51% 42
2023
Q2 		$2.64M Buy
56,210
+21,598
+62% +$1.02M 0.56% 36
2023
Q1 		$1.65M Sell
34,612
-1,675
-5% -$79.1K 0.38% 42
2022
Q4 		$1.7M Buy
+36,287
New +$1.69M 0.39% 46
2022
Q3 		– Sell
-9,424
Closed -$445K – 207
2022
Q2 		$445K Buy
+9,424
New +$443K 0.12% 97
2021
Q4 		– Sell
-9,703
Closed -$479K – 212
2021
Q3 		$479K Buy
+9,703
New +$481K 0.14% 99

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QC
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

One Wealth Advisors's SHM Position: Q3 2025 in Review

One Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 4,971 shares — an estimated $238K sold.

One Wealth Advisors first reported a position in SHM in Q3 2021 and held it in 12 quarters. The position peaked at $2.64M in Q2 2023. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • One Wealth 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.
  • One Wealth Advisors sold 4,971 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $238K.
  • One Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and held it in 12 quarters.
  • One Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.64M in Q2 2023.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.