RA
SHM icon

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

Rise 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
Q4 		– Sell
-420
Closed -$20.3K – 1203
2025
Q3 		$20.3K Buy
420
+3
+0.7% +$144 0.01% 565
2025
Q2 		$20K Sell
417
-89
-18% -$4.22K 0.01% 538
2025
Q1 		$24.1K Buy
506
+2
+0.4% +$95 0.01% 412
2024
Q4 		$23.9K Buy
504
+94
+23% +$4.49K 0.01% 539
2024
Q3 		$19.7K Buy
+410
New +$19.6K 0.01% 702
2024
Q2 		– Sell
-307
Closed -$14.6K – 1267
2024
Q1 		$14.6K Buy
307
+1
+0.3% +$48 0.01% 871
2023
Q4 		$14.6K Buy
+306
New +$14.4K 0.01% 285

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