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

Proquility Private Wealth 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 Q1	$1.67M	Buy	35,038 +26,097	+292%	+$1.24M	0.51%	55
2024 Q4	$424K	Sell	8,941 -16,594	-65%	-$792K	0.14%	82
2024 Q3	$1.23M	Buy	25,535 +5,042	+25%	+$241K	0.39%	66
2024 Q2	$967K	Sell	20,493 -6,169	-23%	-$291K	0.33%	70
2024 Q1	$1.26M	Buy	26,662 +14,817	+125%	+$706K	0.43%	66
2023 Q4	$566K	Sell	11,845 -21,729	-65%	-$1.02M	0.21%	77
2023 Q3	$1.55M	Sell	33,574 -1,130	-3%	-$52.9K	0.64%	48
2023 Q2	$1.63M	Sell	34,704 -188	-0.5%	-$8.85K	0.64%	53
2023 Q1	$1.66M	Sell	34,892 -33	-0.1%	-$1.56K	0.66%	53
2022 Q4	$1.64M	Sell	34,925 -15,085	-30%	-$702K	0.68%	49
2022 Q3	$2.31M	Sell	50,010 -18,597	-27%	-$877K	1.06%	33
2022 Q2	$3.24M	Sell	68,607 -4,285	-6%	-$201K	1.39%	20
2022 Q1	$3.4M	Buy	72,892 +3,144	+5%	+$152K	1.42%	20
2021 Q4	$3.36M	Sell	69,748 -13,348	-16%	-$658K	1.18%	23
2021 Q3	$4.11M	Buy	83,096 +2,411	+3%	+$120K	1.55%	18
2021 Q2	$4M	Sell	80,685 -3,322	-4%	-$165K	1.5%	19
2021 Q1	$4.16M	Sell	84,007 -316	-0.4%	-$15.7K	1.66%	20
2020 Q4	$4.2M	Buy	+84,323	New	+$4.2M	1.92%	18

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

Proquility Private Wealth Partners's SHM Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 292% in Q1 2025, buying an estimated $1.24M and bringing the position to 35,038 shares worth $1.67M. The position accounts for 0.51% of the portfolio, ranked #55.

Proquility Private Wealth Partners first reported a position in SHM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.2M in Q4 2020. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

Proquility Private Wealth Partners held 35,038 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.67M as of Q1 2025.
Proquility Private Wealth Partners bought 26,097 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $1.24M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.51% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #55 holding.
Proquility Private Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 18 quarters since.
Proquility Private Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.2M in Q4 2020.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.