TRUE Private Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-5,289	Closed	-$251K	–	238
2024 Q4	$251K	Sell	5,289 -1,532	-22%	-$73.1K	0.03%	199
2024 Q3	$328K	Sell	6,821 -2,371	-26%	-$113K	0.04%	161
2024 Q2	$434K	Sell	9,192 -5,887	-39%	-$278K	0.05%	178
2024 Q1	$715K	Sell	15,079 -7,021	-32%	-$334K	0.08%	127
2023 Q4	$1.06M	Sell	22,100 -17,468	-44%	-$820K	0.13%	93
2023 Q3	$1.83M	Buy	+39,568	New	+$1.85M	0.25%	66

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

TRUE Private Wealth Advisors's SHM Position: Q1 2025 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2025, closing a stake of 5,289 shares — an estimated $251K sold.

TRUE Private Wealth Advisors first reported a position in SHM in Q3 2023 and held it in 6 quarters. The position peaked at $1.83M in Q3 2023. 408 funds tracked by Wall St. Rank hold SHM as of Q1 2025.

TRUE Private Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,289 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2025, an estimated $251K.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and held it in 6 quarters.
TRUE Private Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.83M in Q3 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.