SPDR Nuveen ICE Short Term Municipal Bond ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
0% less funds holding
Funds holding: 404 [Q4 2024] → 403 (-1) [Q1 2025]
1.68% less ownership
Funds ownership: 94.39% [Q4 2024] → 92.7% (-1.68%) [Q1 2025]
6% less capital invested
Capital invested by funds: $3.37B [Q4 2024] → $3.17B (-$207M) [Q1 2025]
32% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 174
Research analyst outlook
We haven’t received any recent analyst ratings for SHM.
Financial journalist opinion
Positive
ETF Trends
7 months ago
Why Muni Bond ETFs Make Sense in 2025
The Internal Revenue Service has announced new tax brackets for 2025. This makes now an ideal time to revisit the benefits of muni bond ETFs.
Positive
Seeking Alpha
10 months ago
SHM: Time To Sell This Short-Term Muni ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF has a short duration, highly rated bonds, low expense ratio, but low total return and yield. The ETF invests in short-term U.S. dollar denominated, fixed rate bonds, excluding bonds subject to Alternative Minimum Tax, with a tax-free yield of 1.5%. After my review, its low Total Return over the past decade, coupled with a miserly yield, earns SHM a Strong Sell rating, one of the few I have awarded.
Positive
ETF Trends
1 year ago
Chart of the Week: Advisors Looking at Municipal Bonds Choices
Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond Market ETF (BND) and the iShares Core Aggregate Bond ETF (AGG) gathered $2.5 billion and $2.1 billion, respectively, as of late February.
Charts implemented using Lightweight Charts™