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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Quent Capital New York $1.63B AUM 27.42% 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rise Advisors's SHM Position: Q4 2025 in Review

Rise Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 420 shares — an estimated $20.3K sold.

Rise Advisors first reported a position in SHM in Q4 2023 and held it in 7 quarters. The position peaked at $24.1K in Q1 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Rise Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $20.3K.
Rise Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
Rise Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $24.1K in Q1 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.