T
SHM icon

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

Tidemark’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
-13,295
Closed -$633K – 748
2025
Q1 		$633K Buy
13,295
+509
+4% +$24.2K 0.23% 59
2024
Q4 		$606K Buy
12,786
+882
+7% +$42.1K 0.23% 58
2024
Q3 		$573K Buy
11,904
+2,479
+26% +$118K 0.24% 62
2024
Q2 		$445K Buy
9,425
+600
+7% +$28.3K 0.2% 68
2024
Q1 		$419K Buy
8,825
+4,578
+108% +$218K 0.23% 81
2023
Q4 		$203K Buy
+4,247
New +$199K 0.13% 109

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 $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $16.2B AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return