Western Pacific Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Western Pacific Wealth 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	-2,000	Closed	-$95.7K	–	203
2025 Q2	$95.7K	Hold	2,000	–	–	0.09%	102
2025 Q1	$95.2K	Hold	2,000	–	–	0.09%	103
2024 Q4	$94.8K	Hold	2,000	–	–	0.08%	106
2024 Q3	$96.3K	Hold	2,000	–	–	0.06%	127
2024 Q2	$94.4K	Hold	2,000	–	–	0.07%	104
2024 Q1	$94.9K	Hold	2,000	–	–	0.07%	102
2023 Q4	$95.6K	Hold	2,000	–	–	0.07%	94
2023 Q3	$92.5K	Hold	2,000	–	–	0.08%	83
2023 Q2	$94.1K	Hold	2,000	–	–	0.07%	83
2023 Q1	$95.1K	Hold	2,000	–	–	0.07%	83
2022 Q4	$94K	Hold	2,000	–	–	0.08%	82
2022 Q3	$92K	Hold	2,000	–	–	0.09%	56
2022 Q2	$94K	Sell	2,000 -150	-7%	-$7.04K	0.09%	48
2022 Q1	$101K	Sell	2,150 -900	-30%	-$43.4K	0.07%	59
2021 Q4	$149K	Buy	+3,050	New	+$150K	0.1%	49

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

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

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

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

CCWA

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

Western Pacific Wealth Management's SHM Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2025, closing a stake of 2,000 shares — an estimated $95.7K sold.

Western Pacific Wealth Management first reported a position in SHM in Q4 2021 and held it in 15 quarters. The position peaked at $149K in Q4 2021. 382 funds tracked by Wall St. Rank hold SHM as of Q3 2025.

Western Pacific Wealth 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.
Western Pacific Wealth Management sold 2,000 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2025, an estimated $95.7K.
Western Pacific Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and held it in 15 quarters.
Western Pacific Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $149K in Q4 2021.
382 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.