Sheets Smith Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sheets Smith Wealth 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 Q4	–	Sell	-4,552	Closed	-$220K	–	415
2025 Q3	$220K	Hold	4,552	–	–	0.02%	382
2025 Q2	$218K	Sell	4,552 -31	-0.7%	-$1.47K	0.03%	385
2025 Q1	$218K	Sell	4,583 -200	-4%	-$9.53K	0.03%	339
2024 Q4	$227K	Hold	4,783	–	–	0.03%	358
2024 Q3	$230K	Sell	4,783 -1,481	-24%	-$70.7K	0.03%	347
2024 Q2	$296K	Sell	6,264 -2,143	-25%	-$101K	0.04%	320
2024 Q1	$399K	Buy	8,407 +4	+0%	+$191	0.04%	290
2023 Q4	$402K	Sell	8,403 -1,616	-16%	-$75.8K	0.06%	254
2023 Q3	$463K	Buy	10,019 +12	+0.1%	+$562	0.07%	207
2023 Q2	$471K	Buy	+10,007	New	+$471K	0.07%	212

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

Sheets Smith Wealth Management's SHM Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 4,552 shares — an estimated $220K sold.

Sheets Smith Wealth Management first reported a position in SHM in Q2 2023 and held it in 10 quarters. The position peaked at $471K in Q2 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Sheets Smith Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,552 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $220K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and held it in 10 quarters.
Sheets Smith Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $471K in Q2 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 Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.