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

PrairieView 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 		$600K Sell
12,553
-2,071
-14% -$98.2K 0.06% 84
2025
Q1 		$696K Sell
14,624
-15,102
-51% -$719K 0.07% 76
2024
Q4 		$1.41M Sell
29,726
-8,721
-23% -$416K 0.15% 58
2024
Q3 		$1.85M Buy
38,447
+3,851
+11% +$184K 0.19% 54
2024
Q2 		$1.63M Sell
34,596
-9,049
-21% -$427K 0.18% 51
2024
Q1 		$2.07M Buy
43,645
+11,186
+34% +$533K 0.24% 48
2023
Q4 		$1.55M Sell
32,459
-139,731
-81% -$6.56M 0.19% 49
2023
Q3 		$7.96M Sell
172,190
-284
-0.2% -$13.3K 1.08% 17
2023
Q2 		$8.11M Buy
172,474
+50,389
+41% +$2.37M 1.06% 17
2023
Q1 		$5.8M Buy
122,085
+25,994
+27% +$1.23M 0.8% 22
2022
Q4 		$4.51M Buy
96,091
+6,707
+8% +$312K 0.67% 23
2022
Q3 		$4.12M Sell
89,384
-15,488
-15% -$731K 0.67% 26
2022
Q2 		$4.96M Buy
104,872
+33,800
+48% +$1.59M 0.77% 22
2022
Q1 		$3.36M Sell
71,072
-63,850
-47% -$3.08M 0.48% 34
2021
Q4 		$6.63M Sell
134,922
-8,674
-6% -$427K 0.92% 20
2021
Q3 		$7.09M Sell
143,596
-384
-0.3% -$19K 1.06% 20
2021
Q2 		$7.14M Buy
143,980
+18,336
+15% +$909K 1.07% 20
2021
Q1 		$6.23M Buy
125,644
+58,614
+87% +$2.91M 1% 20
2020
Q4 		$3.34M Buy
67,030
+3,039
+5% +$151K 0.59% 30
2020
Q3 		$3.19M Sell
63,991
-1,284
-2% -$64.1K 0.67% 27
2020
Q2 		$3.25M Sell
65,275
-4,385
-6% -$217K 0.72% 26
2020
Q1 		$3.41M Buy
69,660
+5,884
+9% +$288K 0.86% 21
2019
Q4 		$3.13M Sell
63,776
-2,993
-4% -$147K 0.67% 24
2019
Q3 		$3.27M Buy
66,769
+4,095
+7% +$201K 0.76% 25
2019
Q2 		$3.07M Buy
62,674
+12,328
+24% +$599K 0.76% 25
2019
Q1 		$2.44M Sell
50,346
-7,438
-13% -$359K 0.63% 28
2018
Q4 		$2.78M Sell
57,784
-50,107
-46% -$2.39M 0.78% 26
2018
Q3 		$5.14M Sell
107,891
-7,190
-6% -$345K 1.35% 18
2018
Q2 		$5.52M Sell
115,081
-84,560
-42% -$4.04M 1.42% 18
2018
Q1 		$9.55M Buy
199,641
+8,140
+4% +$390K 2.28% 13
2017
Q4 		$9.18M Buy
+191,501
New +$9.25M 2.58% 13

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PrairieView Partners's SHM Position: Q2 2025 in Review

PrairieView Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 14% in Q2 2025, selling an estimated $98.2K and leaving 12,553 shares worth $600K. The position accounts for 0.06% of the portfolio, ranked #84.

PrairieView Partners first reported a position in SHM in Q4 2017 and has held it in 31 quarters since. The position peaked at $9.55M in Q1 2018. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • PrairieView Partners held 12,553 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $600K as of Q2 2025.
  • PrairieView Partners sold 2,071 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $98.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of PrairieView Partners's portfolio in Q2 2025, its #84 holding.
  • PrairieView Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.55M in Q1 2018.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

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