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

Running Point Capital 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	$65.8K	Sell	1,371 -46	-3%	-$2.21K	0.02%	144
2025 Q3	$68.3K	Hold	1,417	–	–	0.02%	145
2025 Q2	$67.8K	Buy	1,417 +46	+3%	+$2.18K	0.02%	135
2025 Q1	$65.3K	Hold	1,371	–	–	0.02%	130
2024 Q4	$65K	Hold	1,371	–	–	0.02%	120
2024 Q3	$66K	Hold	1,371	–	–	0.03%	109
2024 Q2	$64.7K	Hold	1,371	–	–	0.03%	106
2024 Q1	$65K	Hold	1,371	–	–	0.03%	107
2023 Q4	$65.5K	Buy	+1,371	New	+$64.3K	0.03%	115

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Running Point Capital Advisors's SHM Position: Q4 2025 in Review

Running Point Capital Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.2% in Q4 2025, selling an estimated $2.21K and leaving 1,371 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #144.

Running Point Capital Advisors first reported a position in SHM in Q4 2023 and has held it in 9 quarters since. The position peaked at $68.3K in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Running Point Capital Advisors held 1,371 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $65.8K as of Q4 2025.
Running Point Capital Advisors sold 46 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $2.21K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Running Point Capital Advisors's portfolio in Q4 2025, its #144 holding.
Running Point Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
Running Point Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $68.3K in Q3 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 Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.