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

Aviance Capital 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 		$1.19M Sell
24,796
-4,272
-15% -$204K 0.12% 153
2026
Q1 		$1.39M Buy
29,068
+456
+2% +$22K 0.16% 118
2025
Q4 		$1.37M Buy
28,612
+48
+0.2% +$2.3K 0.16% 120
2025
Q3 		$1.38M Sell
28,564
-1,570
-5% -$75.6K 0.16% 124
2025
Q2 		$1.44M Buy
30,134
+3,687
+14% +$175K 0.19% 121
2025
Q1 		$1.26M Buy
26,447
+1,800
+7% +$85.7K 0.18% 125
2024
Q4 		$1.17M Sell
24,647
-2,185
-8% -$104K 0.16% 130
2024
Q3 		$1.29M Sell
26,832
-160
-0.6% -$7.64K 0.17% 136
2024
Q2 		$1.27M Buy
26,992
+908
+3% +$42.8K 0.18% 125
2024
Q1 		$1.24M Sell
26,084
-1,057
-4% -$50.3K 0.18% 128
2023
Q4 		$1.3M Sell
27,141
-4,410
-14% -$207K 0.28% 90
2023
Q3 		$1.46M Sell
31,551
-55
-0.2% -$2.58K 0.33% 79
2023
Q2 		$1.49M Sell
31,606
-2,614
-8% -$123K 0.31% 92
2023
Q1 		$1.63M Sell
34,220
-23
-0.1% -$1.09K 0.36% 70
2022
Q4 		$1.61M Sell
34,243
-2,255
-6% -$105K 0.38% 68
2022
Q3 		$1.68M Sell
36,498
-295
-0.8% -$13.9K 0.42% 64
2022
Q2 		$1.74M Sell
36,793
-319
-0.9% -$15K 0.39% 68
2022
Q1 		$1.76M Buy
37,112
+2,337
+7% +$113K 0.32% 89
2021
Q4 		$1.71M Buy
34,775
+1,739
+5% +$85.7K 0.28% 82
2021
Q3 		$1.63M Buy
+33,036
New +$1.64M 0.29% 92
2018
Q2 		– Sell
-26,677
Closed -$1.27M – 237
2018
Q1 		$1.27M Buy
26,677
+11,093
+71% +$532K 0.38% 69
2017
Q4 		$747K Sell
15,584
-6,292
-29% -$304K 0.25% 121
2017
Q3 		$1.06M Sell
21,876
-7,020
-24% -$342K 0.36% 79
2017
Q2 		$1.4M Buy
28,896
+3,020
+12% +$147K 0.45% 60
2017
Q1 		$1.25M Buy
25,876
+2,547
+11% +$123K 0.46% 65
2016
Q4 		$1.12M Buy
23,329
+16,138
+224% +$779K 0.39% 73
2016
Q3 		$351K Buy
7,191
+2,047
+40% +$100K 0.12% 153
2016
Q2 		$252K Sell
5,144
-7
-0.1% -$342 0.09% 178
2016
Q1 		$251K Buy
5,151
+7
+0.1% +$342 0.09% 168
2015
Q4 		$251K Sell
5,144
-3,063
-37% -$149K 0.09% 165
2015
Q3 		$400K Hold
8,207
– – 0.16% 140
2015
Q2 		$399K Buy
8,207
+24
+0.3% +$1.16K 0.15% 150
2015
Q1 		$398K Hold
8,183
– – 0.15% 164
2014
Q4 		$398K Sell
8,183
-483
-6% -$23.5K 0.15% 164
2014
Q3 		$423K Buy
8,666
+463
+6% +$22.6K 0.16% 172
2014
Q2 		$399K Buy
8,203
+1,326
+19% +$64.5K 0.16% 165
2014
Q1 		$334K Buy
+6,877
New +$335K 0.14% 171

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

Aviance Capital Partners's SHM Position: Q2 2026 in Review

Aviance Capital Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, selling an estimated $204K and leaving 24,796 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #153.

Aviance Capital Partners first reported a position in SHM in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.76M in Q1 2022. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Aviance Capital Partners held 24,796 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.19M as of Q2 2026.
  • Aviance Capital Partners sold 4,272 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $204K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Aviance Capital Partners's portfolio in Q2 2026, its #153 holding.
  • Aviance Capital Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and has held it in 37 quarters since.
  • Aviance Capital Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.76M in Q1 2022.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.