AO
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Advisor OS’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Advisor OS’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
2026
Q2 		$615K Buy
12,825
+3,422
+36% +$164K 0.04% 275
2026
Q1 		$450K Buy
9,403
+1,154
+14% +$55.6K 0.03% 325
2025
Q4 		$396K Buy
8,249
+1,077
+15% +$51.7K 0.03% 329
2025
Q3 		$346K Buy
7,172
+252
+4% +$12.1K 0.03% 344
2025
Q2 		$331K Buy
6,920
+2,088
+43% +$99K 0.03% 334
2025
Q1 		$230K Sell
4,832
-468
-9% -$22.3K 0.03% 378
2024
Q4 		$251K Buy
5,300
+925
+21% +$44.2K 0.03% 359
2024
Q3 		$211K Buy
+4,375
New +$209K 0.02% 384
2023
Q4 		– Sell
-5,904
Closed -$273K – 349
2023
Q3 		$273K Buy
5,904
+66
+1% +$3.09K 0.04% 244
2023
Q2 		$275K Sell
5,838
-39,314
-87% -$1.85M 0.04% 245
2023
Q1 		$2.15M Buy
45,152
+2,909
+7% +$137K 0.52% 45
2022
Q4 		$1.98M Buy
42,243
+8,896
+27% +$414K 0.53% 44
2022
Q3 		$1.54M Buy
33,347
+14,486
+77% +$683K 0.46% 47
2022
Q2 		$891K Sell
18,861
-30,696
-62% -$1.44M 0.26% 91
2022
Q1 		$2.35M Buy
49,557
+1,293
+3% +$62.3K 0.68% 29
2021
Q4 		$2.37M Sell
48,264
-453
-0.9% -$22.3K 0.48% 54
2021
Q3 		$2.41M Buy
48,717
+44,357
+1,017% +$2.2M 0.52% 42
2021
Q2 		$217K Buy
4,360
+286
+7% +$14.2K 0.05% 215
2021
Q1 		$203K Buy
+4,074
New +$202K 0.05% 192
2020
Q3 		– Sell
-26,527
Closed -$1.32M – 144
2020
Q2 		$1.32M Buy
+26,527
New +$1.31M 0.79% 28

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Advisor OS's SHM Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 36% in Q2 2026, buying an estimated $164K and bringing the position to 12,825 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #275.

Advisor OS first reported a position in SHM in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.41M in Q3 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Advisor OS held 12,825 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $615K as of Q2 2026.
  • Advisor OS bought 3,422 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $164K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #275 holding.
  • Advisor OS first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Advisor OS's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.41M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.