Sebold Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sebold Capital Management’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 Q2	$1.62M	Sell	33,969 -1,135	-3%	-$53.8K	1%	24
2025 Q1	$1.67M	Sell	35,104 -90	-0.3%	-$4.29K	1.1%	25
2024 Q4	$1.67M	Buy	35,194 +573	+2%	+$27.4K	1.12%	24
2024 Q3	$1.67M	Sell	34,621 -377	-1%	-$18K	1.1%	24
2024 Q2	$1.65M	Sell	34,998 -4,431	-11%	-$209K	1.14%	23
2024 Q1	$1.87M	Sell	39,429 -321	-0.8%	-$15.3K	1.26%	21
2023 Q4	$1.9M	Sell	39,750 -9,269	-19%	-$435K	1.4%	19
2023 Q3	$2.27M	Buy	49,019 +2,674	+6%	+$125K	1.85%	15
2023 Q2	$2.18M	Sell	46,345 -15,286	-25%	-$720K	1.74%	15
2023 Q1	$2.93M	Buy	61,631 +474	+0.8%	+$22.4K	2.31%	13
2022 Q4	$2.87M	Buy	+61,157	New	+$2.85M	2.36%	13

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sebold Capital Management's SHM Position: Q2 2025 in Review

Sebold Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.2% in Q2 2025, selling an estimated $53.8K and leaving 33,969 shares worth $1.62M. The position accounts for 1% of the portfolio, ranked #24.

Sebold Capital Management first reported a position in SHM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2023. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Sebold Capital Management held 33,969 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.62M as of Q2 2025.
Sebold Capital Management sold 1,135 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $53.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1% of Sebold Capital Management's portfolio in Q2 2025, its #24 holding.
Sebold Capital Management 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.
Sebold Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.93M in Q1 2023.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.