Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-357	Closed	-$17K	–	818
2025 Q1	$17K	Hold	357	–	–	﹤0.01%	520
2024 Q4	$16.9K	Buy	+357	New	+$17K	﹤0.01%	513

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

Stonebridge Financial Group (Pennsylvania)'s SHM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 357 shares — an estimated $17K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHM in Q4 2024 and held it in 2 quarters. The position peaked at $17K in Q1 2025. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 357 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $17K.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $17K in Q1 2025.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.