AC
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Anson Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Anson Capital’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
Q1 		$614K Buy
12,847
+411
+3% +$19.8K 0.42% 48
2025
Q4 		$597K Buy
12,436
+107
+0.9% +$5.13K 0.43% 49
2025
Q3 		$595K Sell
12,329
-2,610
-17% -$126K 0.45% 45
2025
Q2 		$715K Sell
14,939
-80
-0.5% -$3.79K 0.58% 36
2025
Q1 		$715K Buy
15,019
+4,850
+48% +$231K 0.61% 38
2024
Q4 		$482K Buy
10,169
+1,535
+18% +$73.3K 0.42% 42
2024
Q3 		$416K Hold
8,634
– – 0.37% 44
2024
Q2 		$407K Sell
8,634
-120
-1% -$5.66K 0.4% 44
2024
Q1 		$415K Sell
8,754
-1,048
-11% -$49.9K 0.6% 40
2023
Q4 		$468K Sell
9,802
-4,027
-29% -$189K 0.77% 38
2023
Q3 		$639K Sell
13,829
-1,305
-9% -$61.1K 1.21% 29
2023
Q2 		$712K Sell
15,134
-1,564
-9% -$73.6K 1.32% 27
2023
Q1 		$794K Sell
16,698
-18,664
-53% -$881K 1.29% 25
2022
Q4 		$1.66M Sell
35,362
-23,138
-40% -$1.08M 2.19% 17
2022
Q3 		$2.7M Sell
58,500
-135
-0.2% -$6.37K 3.62% 10
2022
Q2 		$2.77M Sell
58,635
-9,844
-14% -$462K 2.94% 13
2022
Q1 		$3.24M Sell
68,479
-41,696
-38% -$2.01M 3.06% 12
2021
Q4 		$5.44M Buy
+110,175
New +$5.43M 5.37% 6

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Anson Capital's SHM Position: Q1 2026 in Review

Anson Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.3% in Q1 2026, buying an estimated $19.8K and bringing the position to 12,847 shares worth $614K. The position accounts for 0.42% of the portfolio, ranked #48.

Anson Capital first reported a position in SHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.44M in Q4 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Anson Capital held 12,847 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $614K as of Q1 2026.
  • Anson Capital bought 411 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $19.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.42% of Anson Capital's portfolio in Q1 2026, its #48 holding.
  • Anson Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Anson Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.44M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.