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Stage Harbor Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stage Harbor Financial’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
-5,259
Closed -$252K – 59
2025
Q2 		$252K Hold
5,259
– – 0.2% 49
2025
Q1 		$250K Hold
5,259
– – 0.21% 52
2024
Q4 		$249K Buy
+5,259
New +$251K 0.22% 47

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stage Harbor Financial's SHM Position: Q3 2025 in Review

Stage Harbor Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 5,259 shares — an estimated $252K sold.

Stage Harbor Financial first reported a position in SHM in Q4 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2025. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

  • Stage Harbor Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stage Harbor Financial sold 5,259 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $252K.
  • Stage Harbor Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Stage Harbor Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $252K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Stage Harbor Financial's 13F filing for Q3 2025, filed 3 Nov 2025.