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

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

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

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

Quent Long Short Global Small Cap Fund New York $1.23B AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mercer Global Advisors

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