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Pure Portfolios Holdings’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Pure Portfolios Holdings’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
Q4 		$6.86M Buy
143,002
+11,321
+9% +$543K 2.07% 13
2025
Q3 		$6.35M Buy
131,681
+15,095
+13% +$726K 1.99% 13
2025
Q2 		$5.58M Buy
116,586
+28,316
+32% +$1.34M 1.89% 14
2025
Q1 		$4.2M Buy
88,270
+4,290
+5% +$204K 1.54% 19
2024
Q4 		$3.98M Buy
83,980
+4,589
+6% +$219K 1.48% 18
2024
Q3 		$3.82M Buy
+79,391
New +$3.79M 1.44% 18

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
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
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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pure Portfolios Holdings's SHM Position: Q4 2025 in Review

Pure Portfolios Holdings increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.6% in Q4 2025, buying an estimated $543K and bringing the position to 143,002 shares worth $6.86M. The position accounts for 2.07% of the portfolio, ranked #13.

Pure Portfolios Holdings first reported a position in SHM in Q3 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • Pure Portfolios Holdings held 143,002 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.86M as of Q4 2025.
  • Pure Portfolios Holdings bought 11,321 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $543K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 2.07% of Pure Portfolios Holdings's portfolio in Q4 2025, its #13 holding.
  • Pure Portfolios Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.