SageView Advisory Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

SageView Advisory Group’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	$1.53M	Buy	31,778 +147	+0.5%	+$7.05K	0.05%	200
2025 Q3	$1.53M	Buy	31,631 +80	+0.3%	+$3.85K	0.05%	201
2025 Q2	$1.51M	Sell	31,551 -2,676	-8%	-$127K	0.06%	185
2025 Q1	$1.63M	Buy	34,227 +78	+0.2%	+$3.71K	0.07%	146
2024 Q4	$1.62M	Buy	34,149 +807	+2%	+$38.5K	0.07%	150
2024 Q3	$1.61M	Buy	+33,342	New	+$1.59M	0.08%	136
2024 Q2	–	Sell	-14,386	Closed	-$678K	–	157
2024 Q1	$1.37M	Buy	+14,386	New	+$685K	0.07%	156
2023 Q4	–	Sell	-50,591	Closed	-$2.37M	–	126
2023 Q3	$2.34M	Buy	50,591 +774	+2%	+$36.2K	0.13%	101
2023 Q2	$2.34M	Sell	49,817 -2,542	-5%	-$120K	0.13%	105
2023 Q1	$2.49M	Buy	52,359 +771	+1%	+$36.4K	0.16%	96
2022 Q4	$2.42M	Buy	+51,588	New	+$2.4M	0.2%	82

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

SageView Advisory Group's SHM Position: Q4 2025 in Review

SageView Advisory Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.46% in Q4 2025, buying an estimated $7.05K and bringing the position to 31,778 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #200.

SageView Advisory Group first reported a position in SHM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.49M in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

SageView Advisory Group held 31,778 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.53M as of Q4 2025.
SageView Advisory Group bought 147 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $7.05K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #200 holding.
SageView Advisory Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.49M in Q1 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.