Atlas Legacy Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Atlas Legacy Advisors’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	$365K	Sell	7,617 -106	-1%	-$5.07K	0.05%	168
2026 Q1	$369K	Sell	7,723 -625	-7%	-$30.1K	0.07%	149
2025 Q4	$401K	Sell	8,348 -512	-6%	-$24.6K	0.07%	146
2025 Q3	$427K	Sell	8,860 -98	-1%	-$4.72K	0.08%	137
2025 Q2	$428K	Buy	8,958 +2,591	+41%	+$123K	0.09%	129
2025 Q1	$303K	Sell	6,367 -1,772	-22%	-$84.4K	0.08%	147
2024 Q4	$386K	Buy	+8,139	New	+$389K	0.09%	126

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

Atlas Legacy Advisors's SHM Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.4% in Q2 2026, selling an estimated $5.07K and leaving 7,617 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #168.

Atlas Legacy Advisors first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q2 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Atlas Legacy Advisors held 7,617 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $365K as of Q2 2026.
Atlas Legacy Advisors sold 106 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $5.07K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #168 holding.
Atlas Legacy Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $428K in Q2 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.