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

Sunbelt Securities’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	-34	Closed	-$1.64K	–	2935
2025 Q3	$1.64K	Hold	34	–	–	﹤0.01%	1925
2025 Q2	$1.61K	Hold	34	–	–	﹤0.01%	1622
2025 Q1	$1.62K	Hold	34	–	–	﹤0.01%	1598
2024 Q4	$1.61K	Hold	34	–	–	﹤0.01%	1627
2024 Q3	$1.64K	Hold	34	–	–	﹤0.01%	1632
2024 Q2	$1.6K	Hold	34	–	–	﹤0.01%	1575
2024 Q1	$1.61K	Hold	34	–	–	﹤0.01%	1542
2023 Q4	$1.63K	Hold	34	–	–	﹤0.01%	1490
2023 Q3	$1.57K	Sell	34 -792	-96%	-$37.1K	﹤0.01%	1521
2023 Q2	$38.9K	Buy	826 +792	+2,329%	+$37.3K	0.01%	854
2023 Q1	$1.61K	Buy	+34	New	+$1.61K	﹤0.01%	1453

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

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

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

Quent Capital New York $1.41B AUM 22.9% 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 $67.6B AUM 18.3% 1-Year Est. Return

Sunbelt Securities's SHM Position: Q4 2025 in Review

Sunbelt Securities sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 34 shares — an estimated $1.64K sold.

Sunbelt Securities first reported a position in SHM in Q1 2023 and held it in 11 quarters. The position peaked at $38.9K in Q2 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Sunbelt Securities reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 34 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $1.64K.
Sunbelt Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 11 quarters.
Sunbelt Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $38.9K 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 Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.