Fund comparison · from official SEC filings
IBMR vs SHM: how much do they overlap?
iShares iBonds Dec 2029 Term Muni Bond ETF and State Street(R) SPDR Nuveen ICE Short Term Municipal Bond ETF
vs
Shared holdings
Company
IBMR
SHM
C
CA CASDEV 3.25 08.01.2029CA INFRA & ECON DEV-A
0.82%
0.12%
N
NY NYSGEN 5 03.15.2029DASNY-A-REF
0.43%
0.62%
N
NJ NJS 5 06.01.2029NEW JERSEY ST-A
0.53%
0.10%
N
NV CLAAPT 5 07.01.2029CLARK CO-A-REV-REF
0.36%
0.16%
M
MN MNS 5 08.01.2029MINNESOTA ST-A
0.02%
0.31%
I
IL ILS 5.25 09.01.2029ILLINOIS ST-B
0.13%
0.31%
M
MD MDS 5 03.15.2029MARYLAND ST -A
0.13%
0.26%
G
GA GAS 4 01.01.2029GEORGIA ST-C-REF
0.02%
0.23%
W
WA UWAHGR 5 04.01.2029UNIV OF WASHINGTON -A
0.05%
0.23%
O
OH OHS 5 11.01.2029ST OHIO-B-REF
0.02%
0.22%
P
PA UVPHGR 5 02.15.2029UNIV OF PITTS-REF
0.09%
0.21%
V
VA VACHGR 5 02.01.2029VIRGINIA ST CLG BLDG
0.01%
0.20%
C
CA UNVHGR 5 05.15.2029REGENTS OF UNIV CA-BZ
0.18%
0.16%
I
IL ILSTRN 5 01.01.2031ILLINOIS ST TOLL HIGH
0.17%
0.14%
T
TX SANUTL 02.01.2055SAN ANTONIO-A
0.17%
0.06%
O
OH OHSPOL 5 12.01.2029OHIO WTR DEV AUTH-E
0.03%
0.16%
C
CA CAS 5 08.01.2029CALIFORNIA ST-REF
0.02%
0.16%
I
ID IDSFAC 5 06.01.2029IDAHO ST BLDG AUTH-A
0.12%
0.16%
T
TX PNOSCD 5 02.15.2029PLANO ISD
0.05%
0.16%
T
TX DAL 5 02.15.2029DALLAS-B-CTFS OBLIG
0.07%
0.15%
N
NJ NJSTRN 5 01.01.2029NJ TPK AUTH-B
0.13%
0.15%
C
CA STNPWR 5 07.01.2029SOUTHERN CA PUB PWR-A
0.04%
0.15%
G
GA GASTRN 5 06.01.2029GA ST ROAD & TOLLWY
0.14%
0.06%
P
PA PAS 5 09.01.2029PENNSYLVANIA CMW
0.02%
0.14%
N
NJ NJSDEV 5 11.01.2029NEW JERSEY ST ECON DE
0.13%
0.14%
Only in IBMR
M
MA MASWTR 5 02.01.2029MA CLEAN WTR TRUST-27
0.61%
C
CA LOSSCD 5 07.01.2029LOS ANGELES USD-QRR
0.49%
T
TX HOUAPT 5 07.01.2029HOUSTON-B-REF
0.42%
C
CA LOSTRN 5 07.01.2029LOS ANGELES CO MTA-A
0.41%
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
0.41%
C
CA CAS 5 10.01.2029CALIFORNIA ST
0.38%
F
FL PALEDU 5 08.01.2029PALM BEACH CNTY-C
0.36%
C
CA CAS 5 09.01.2029CALIFORNIA ST-REF
0.36%
C
CA CTCTRN 5 03.01.2029CONTRA COSTA CA TRANS
0.31%
C
CA ESCSCD 0 08.01.2029ESCONDIDO UHSD-CABS-A
0.31%
F
FL MIAEDU 5 05.01.2029MIAMI-DADE-COPS-A
0.30%
G
GA PRIHGR 5 09.01.2029PRIV CLGS & UNIV-A
0.28%
C
CT CTS 5 12.01.2029CONNECTICUT ST-B-REF
0.28%
N
NJ MRS 2 02.01.2030MORRIS CO
0.27%
N
NY MTATRN 5 11.15.2029MET TRANSPRTN AUTH-B
0.27%
A
AK NOR 5 06.30.2029NORTH SLOPE BORO A
0.26%
O
OR CLASCD 0 06.15.2029CLACKAMAS CO OR SD-A
0.26%
C
CA CAS 5 10.01.2029CALIFORNIA ST-REF
0.25%
F
FL BROEDU 5 07.01.2029BROWARD CO SCH-B-COPS
0.25%
T
TX LWCGEN 5 05.15.2029LOWER COLORADO RIVER
0.25%
P
PA PAS 5 04.01.2029PENNSYLVANIA CMWLTH
0.24%
O
OH OHSPOL 5 06.01.2029OHIO WTR DEV AUTH-A
0.24%
I
IL ILSTRN 5 01.01.2029ILLINOIS ST TOLL HIGH
0.24%
O
OH AMEPWR 5 02.15.2029AMERICAN MUNI PWR-A
0.24%
R
RI RISHGR 5 09.01.2029RHODE ISLAND HLTH
0.24%
Only in SHM
A
AL SEEPWR 5 10.01.2030SOUTHEAST ENERGY-E
0.93%
N
NY NYC 5 08.01.2027NEW YORK
0.91%
C
CA CAS 5 10.01.2027CALIFORNIA ST-REF
0.70%
C
CA CAS 5 03.01.2029CALIFORNIA ST
0.53%
N
NY NYCGEN 5 11.01.2027NYC TRANSITIONAL FIN
0.52%
N
NY TRBTRN 4 05.15.2027TRIBOROUGH NY BRIDGE
0.51%
C
CA CAS 5 09.01.2028CALIFORNIA ST-REF
0.49%
C
CA CAS 5 09.01.2028CALIFORNIA ST-REF
0.46%
C
CA UNVHGR 5 05.15.2027CA UNIV REGENTS-BX
0.41%
N
NY TRBTRN 5 11.15.2028TRIBOROUGH BRIDGE
0.41%
N
NY NYC 5 09.01.2027NEW YORK -B-3-REMK
0.40%
A
AL ALSTRN 5 09.01.2029ALABAMA FEDERAL-B
0.39%
N
NJ NJSEDU 5 03.01.2027NEW JERSEY EDUCTNL-A
0.37%
F
FL FLSTRN 5 07.01.2028FL ST DEPT-A-REF
0.37%
N
NJ NJSTRN 5 12.15.2027NEW JERSEY ST TRANSPR
0.37%
M
MD MDSTRN 5 10.01.2030MD DEPT TRANSPRTN-B
0.36%
C
CA CASFAC 5 12.01.2027CA ST PUBLIC WKS BRD
0.36%
M
MD MON 5 08.01.2028MONTGOMERY CO -A
0.36%
N
NM NMSGEN 5 07.01.2027NEW MEXICO ST-A
0.36%
C
CA CCEDEV 05.01.2053CA CMNTY CHOICE FING
0.34%
C
CT CTS 5 07.15.2027CONNECTICUT ST-D-REF
0.33%
N
NY NYSTRN 5 03.15.2027NEW YORK ST TWY-A
0.33%
N
NY TRBTRN 5 05.15.2027TRIBOROUGH NY BRIDGE
0.33%
K
KY KYSPWR 06.01.2055KY PUB ENERGY AUTH-A
0.32%
C
CA EAWWTR 3.12 09.01.2026E CO AWP JT PWRS-A-1
0.32%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.