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

Total Investment Management’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	-572	Closed	-$27.4K	–	714
2025 Q2	$27.4K	Buy	+572	New	+$27.1K	﹤0.01%	223

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Total Investment Management's SHM Position: Q3 2025 in Review

Total Investment Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 572 shares — an estimated $27.4K sold.

Total Investment Management first reported a position in SHM in Q2 2025 and held it in 1 quarter. The position peaked at $27.4K in Q2 2025. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Total Investment Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 572 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $27.4K.
Total Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
Total Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27.4K 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 Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.