1834 Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $373K | Sell |
7,776
-3,181
| -29% | -$152K | 0.04% | 188 |
|
|
2026
Q1 | $524K | Hold |
10,957
| – | – | 0.07% | 159 |
|
|
2025
Q4 | $526K | Hold |
10,957
| – | – | 0.07% | 162 |
|
|
2025
Q3 | $528K | Sell |
10,957
-4,044
| -27% | -$195K | 0.06% | 159 |
|
|
2025
Q2 | $717K | Sell |
15,001
-3,795
| -20% | -$180K | 0.09% | 138 |
|
|
2025
Q1 | $895K | Sell |
18,796
-2,967
| -14% | -$141K | 0.12% | 120 |
|
|
2024
Q4 | $1.03M | Sell |
21,763
-7,630
| -26% | -$364K | 0.13% | 107 |
|
|
2024
Q3 | $1.41M | Hold |
29,393
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $1.39M | Hold |
29,393
| – | – | 0.17% | 99 |
|
|
2024
Q1 | $1.39M | Sell |
29,393
-419
| -1% | -$20K | 0.17% | 96 |
|
|
2023
Q4 | $1.42M | Hold |
29,812
| – | – | 0.17% | 98 |
|
|
2023
Q3 | $1.38M | Sell |
29,812
-2,600
| -8% | -$122K | 0.17% | 107 |
|
|
2023
Q2 | $1.52M | Buy |
32,412
+89
| +0.3% | +$4.19K | 0.18% | 100 |
|
|
2023
Q1 | $1.54M | Buy |
32,323
+20,917
| +183% | +$988K | 0.18% | 103 |
|
|
2022
Q4 | $536K | Buy |
+11,406
| New | +$531K | 0.08% | 129 |
|
|
2022
Q3 | – | Sell |
-2,600
| Closed | -$123K | – | 408 |
|
|
2022
Q2 | $123K | Hold |
2,600
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $123K | Hold |
2,600
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $128K | Hold |
2,600
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $128K | Hold |
2,600
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $129K | Sell |
2,600
-300
| -10% | -$14.9K | 0.02% | 220 |
|
|
2021
Q1 | $144K | Hold |
2,900
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $144K | Hold |
2,900
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $145K | Hold |
2,900
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $145K | Hold |
2,900
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $142K | Hold |
2,900
| – | – | 0.03% | 199 |
|
|
2019
Q4 | $142K | Hold |
2,900
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $142K | Hold |
2,900
| – | – | 0.02% | 217 |
|
|
2019
Q2 | $142K | Hold |
2,900
| – | – | 0.02% | 216 |
|
|
2019
Q1 | $141K | Hold |
2,900
| – | – | 0.02% | 215 |
|
|
2018
Q4 | $139K | Hold |
2,900
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $138K | Hold |
2,900
| – | – | 0.02% | 219 |
|
|
2018
Q2 | $139K | Hold |
2,900
| – | – | 0.02% | 203 |
|
|
2018
Q1 | $139K | Hold |
2,900
| – | – | 0.02% | 195 |
|
|
2017
Q4 | $139K | Buy |
+2,900
| New | +$140K | 0.02% | 206 |
|
|
2017
Q2 | – | Sell |
-4,900
| Closed | -$237K | – | 184 |
|
|
2017
Q1 | $237K | Sell |
4,900
-2,000
| -29% | -$96.5K | 0.05% | 171 |
|
|
2016
Q4 | $331K | Hold |
6,900
| – | – | 0.07% | 145 |
|
|
2016
Q3 | $337K | Sell |
6,900
-9,000
| -57% | -$442K | 0.07% | 135 |
|
|
2016
Q2 | $780K | Sell |
15,900
-1,500
| -9% | -$73.4K | 0.17% | 105 |
|
|
2016
Q1 | $849K | Buy |
17,400
+2,000
| +13% | +$97.8K | 0.19% | 97 |
|
|
2015
Q4 | $750K | Sell |
15,400
-1,000
| -6% | -$48.7K | 0.18% | 104 |
|
|
2015
Q3 | $799K | Buy |
+16,400
| New | +$797K | 0.2% | 100 |
|
Other funds holding SHM
QC
UCFA
1834 Investment Advisors's SHM Position: Q2 2026 in Review
1834 Investment Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 29% in Q2 2026, selling an estimated $152K and leaving 7,776 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #188.
1834 Investment Advisors first reported a position in SHM in Q3 2015 and has held it in 41 quarters since. The position peaked at $1.54M in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.
- 1834 Investment Advisors held 7,776 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $373K as of Q2 2026.
- 1834 Investment Advisors sold 3,181 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $152K.
- State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of 1834 Investment Advisors's portfolio in Q2 2026, its #188 holding.
- 1834 Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2015 and has held it in 41 quarters since.
- 1834 Investment Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.54M in Q1 2023.
- 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.