Arax Advisory Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Arax Advisory Partners’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	$1.51M	Buy	31,457 +14,097	+81%	+$675K	0.01%	978
2026 Q1	$830K	Sell	17,360 -5,167	-23%	-$249K	0.02%	469
2025 Q4	$1.08M	Buy	+22,527	New	+$1.08M	0.03%	367
2025 Q3	–	Sell	-17,253	Closed	-$825K	–	4180
2025 Q2	$825K	Buy	17,253 +8,211	+91%	+$389K	0.04%	284
2025 Q1	$430K	Buy	9,042 +51	+0.6%	+$2.43K	0.03%	350
2024 Q4	$426K	Buy	8,991 +2,359	+36%	+$113K	0.03%	331
2024 Q3	$319K	Buy	6,632 +117	+2%	+$5.58K	0.03%	268
2024 Q2	$307K	Sell	6,515 -72	-1%	-$3.4K	0.03%	263
2024 Q1	$312K	Buy	6,587 +15	+0.2%	+$714	0.03%	240
2023 Q4	$314K	Buy	6,572 +1,735	+36%	+$81.4K	0.04%	223
2023 Q3	$224K	Sell	4,837 -164	-3%	-$7.68K	0.03%	239
2023 Q2	$235K	Sell	5,001 -102	-2%	-$4.8K	0.03%	221
2023 Q1	$243K	Buy	5,103 +415	+9%	+$19.6K	0.03%	211
2022 Q4	$220K	Buy	4,688 +759	+19%	+$35.3K	0.03%	208
2022 Q3	$181K	Buy	3,929 +293	+8%	+$13.8K	0.03%	221
2022 Q2	$172K	Sell	3,636 -917	-20%	-$43.1K	0.03%	232
2022 Q1	$215K	Sell	4,553 -17,305	-79%	-$834K	0.03%	232
2021 Q4	$1.07M	Sell	21,858 -161	-0.7%	-$7.93K	0.14%	69
2021 Q3	$1.09M	Sell	22,019 -2,078	-9%	-$103K	0.15%	64
2021 Q2	$1.19M	Buy	+24,097	New	+$1.2M	0.16%	61
2020 Q4	$4.25M	Buy	85,356 +745	+0.9%	+$37.1K	0.63%	33
2020 Q3	$4.22M	Buy	84,611 +14,635	+21%	+$731K	0.71%	31
2020 Q2	$3.49M	Sell	69,976 -7,237	-9%	-$358K	0.62%	36
2020 Q1	$3.78M	Buy	77,213 +36,122	+88%	+$1.77M	0.87%	26
2019 Q4	$2.02M	Buy	41,091 +3,608	+10%	+$177K	0.58%	28
2019 Q3	$1.84M	Buy	+37,483	New	+$1.84M	0.55%	27
2017 Q4	–	Sell	-1,421	Closed	-$69K	–	469
2017 Q3	$69K	Buy	1,421 +3	+0.2%	+$146	0.03%	180
2017 Q2	$69K	Buy	1,418 +4	+0.3%	+$194	0.03%	191
2017 Q1	$68K	Sell	1,414 -81	-5%	-$3.91K	0.03%	168
2016 Q4	$72K	Buy	+1,495	New	+$72.2K	0.04%	138

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Arax Advisory Partners's SHM Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 81% in Q2 2026, buying an estimated $675K and bringing the position to 31,457 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #978.

Arax Advisory Partners first reported a position in SHM in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.25M in Q4 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Arax Advisory Partners held 31,457 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.51M as of Q2 2026.
Arax Advisory Partners bought 14,097 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $675K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #978 holding.
Arax Advisory Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 30 quarters since.
Arax Advisory Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.25M in Q4 2020.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.