Bank of America
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Bank of America’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bank of America’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 		$1.02B Buy
21,326,865
+795,560
+4% +$38.3M 0.07% 246
2025
Q4 		$985M Buy
20,531,305
+551,601
+3% +$26.5M 0.07% 248
2025
Q3 		$963M Buy
19,979,704
+1,634,763
+9% +$78.7M 0.07% 277
2025
Q2 		$877M Sell
18,344,941
-165,718
-0.9% -$7.86M 0.06% 287
2025
Q1 		$881M Sell
18,510,659
-675,641
-4% -$32.2M 0.07% 270
2024
Q4 		$909M Buy
19,186,300
+3,004,281
+19% +$143M 0.08% 247
2024
Q3 		$779M Buy
16,182,019
+296,758
+2% +$14.2M 0.06% 303
2024
Q2 		$750M Sell
15,885,261
-117,713
-0.7% -$5.55M 0.07% 292
2024
Q1 		$759M Buy
16,002,974
+1,268,429
+9% +$60.4M 0.07% 287
2023
Q4 		$704M Sell
14,734,545
-92,144
-0.6% -$4.32M 0.07% 274
2023
Q3 		$685M Sell
14,826,689
-835,469
-5% -$39.1M 0.08% 258
2023
Q2 		$737M Sell
15,662,158
-201,172
-1% -$9.47M 0.08% 249
2023
Q1 		$754M Sell
15,863,330
-311,050
-2% -$14.7M 0.08% 248
2022
Q4 		$760M Sell
16,174,380
-596,679
-4% -$27.8M 0.09% 228
2022
Q3 		$773M Sell
16,771,059
-1,272,507
-7% -$60M 0.09% 215
2022
Q2 		$853M Sell
18,043,566
-1,012,013
-5% -$47.5M 0.1% 205
2022
Q1 		$902M Sell
19,055,579
-1,261,979
-6% -$60.8M 0.09% 217
2021
Q4 		$999M Buy
20,317,558
+394,347
+2% +$19.4M 0.1% 203
2021
Q3 		$984M Buy
19,923,211
+1,312,678
+7% +$65.1M 0.1% 195
2021
Q2 		$922M Buy
18,610,533
+1,270,934
+7% +$63M 0.1% 198
2021
Q1 		$859M Buy
17,339,599
+1,300,647
+8% +$64.6M 0.1% 197
2020
Q4 		$799M Buy
16,038,952
+821,018
+5% +$40.9M 0.1% 197
2020
Q3 		$759M Buy
15,217,934
+885,639
+6% +$44.2M 0.1% 187
2020
Q2 		$715M Buy
14,332,295
+501,792
+4% +$24.8M 0.11% 185
2020
Q1 		$676M Sell
13,830,503
-1,168,104
-8% -$57.1M 0.12% 169
2019
Q4 		$737M Buy
14,998,607
+447,156
+3% +$21.9M 0.11% 200
2019
Q3 		$713M Buy
14,551,451
+41,119
+0.3% +$2.02M 0.11% 199
2019
Q2 		$710M Buy
14,510,332
+287,065
+2% +$14M 0.11% 196
2019
Q1 		$690M Sell
14,223,267
-1,354,454
-9% -$65.4M 0.11% 200
2018
Q4 		$749M Buy
15,577,721
+539,136
+4% +$25.7M 0.13% 172
2018
Q3 		$717M Buy
15,038,585
+557,380
+4% +$26.7M 0.11% 189
2018
Q2 		$695M Buy
14,481,205
+225,163
+2% +$10.8M 0.12% 195
2018
Q1 		$682M Buy
14,256,042
+2,064,542
+17% +$99M 0.12% 188
2017
Q4 		$584M Buy
12,191,500
+304,974
+3% +$14.7M 0.1% 224
2017
Q3 		$578M Buy
11,886,526
+2,353,426
+25% +$115M 0.09% 235
2017
Q2 		$462M Sell
9,533,100
-1,410,677
-13% -$68.6M 0.09% 237
2017
Q1 		$530M Buy
10,943,777
+1,794,843
+20% +$86.6M 0.11% 197
2016
Q4 		$439M Buy
9,148,934
+651,502
+8% +$31.5M 0.09% 228
2016
Q3 		$415M Buy
8,497,432
+382,797
+5% +$18.8M 0.09% 235
2016
Q2 		$398M Buy
8,114,635
+2,767,893
+52% +$135M 0.09% 230
2016
Q1 		$261M Sell
5,346,742
-1,797,924
-25% -$88M 0.06% 307
2015
Q4 		$348M Buy
7,144,666
+458,056
+7% +$22.3M 0.08% 263
2015
Q3 		$326M Buy
6,686,610
+1,180,437
+21% +$57.4M 0.08% 256
2015
Q2 		$267M Buy
5,506,173
+419,412
+8% +$20.3M 0.09% 262
2015
Q1 		$247M Buy
5,086,761
+1,623,560
+47% +$79.1M 0.08% 266
2014
Q4 		$168M Sell
3,463,201
-1,353,925
-28% -$66M 0.06% 363
2014
Q3 		$235M Sell
4,817,126
-151,464
-3% -$7.38M 0.08% 274
2014
Q2 		$242M Buy
4,968,590
+646,439
+15% +$31.4M 0.08% 271
2014
Q1 		$210M Sell
4,322,151
-266,634
-6% -$13M 0.08% 267
2013
Q4 		$223M Buy
4,588,785
+301,022
+7% +$14.6M 0.08% 257
2013
Q3 		$208M Buy
4,287,763
+252,361
+6% +$12.1M 0.08% 243
2013
Q2 		$193M Buy
+4,035,402
New +$196M 0.08% 233

Other funds holding SHM

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America's SHM Position: Q1 2026 in Review

Bank of America increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.9% in Q1 2026, buying an estimated $38.3M and bringing the position to 21,326,865 shares worth $1.02B. The position accounts for 0.07% of the portfolio, ranked #246.

Bank of America first reported a position in SHM in Q2 2013 and has held it in 52 quarters since. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Bank of America held 21,326,865 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.02B as of Q1 2026.
  • Bank of America bought 795,560 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $38.3M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Bank of America's portfolio in Q1 2026, its #246 holding.
  • Bank of America first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.