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Sierra Ocean’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-7,498
Closed -$359K – 790
2025
Q2 		$359K Hold
7,498
– – 0.26% 40
2025
Q1 		$357K Sell
7,498
-100
-1% -$4.76K 0.28% 33
2024
Q4 		$360K Buy
+7,598
New +$363K 0.29% 38

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sierra Ocean's SHM Position: Q3 2025 in Review

Sierra Ocean sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 7,498 shares — an estimated $359K sold.

Sierra Ocean first reported a position in SHM in Q4 2024 and held it in 3 quarters. The position peaked at $360K in Q4 2024. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Sierra Ocean reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 7,498 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $359K.
  • Sierra Ocean first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $360K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.