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

Beacon Pointe 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 		$7.03M Sell
146,608
-8,774
-6% -$420K 0.03% 434
2026
Q1 		$7.43M Buy
155,382
+30,270
+24% +$1.46M 0.04% 383
2025
Q4 		$6M Buy
125,112
+8,080
+7% +$388K 0.04% 346
2025
Q3 		$5.64M Sell
117,032
-4,104
-3% -$197K 0.05% 324
2025
Q2 		$5.79M Sell
121,136
-528
-0.4% -$25K 0.06% 277
2025
Q1 		$5.79M Sell
121,664
-6,230
-5% -$297K 0.07% 267
2024
Q4 		$6.06M Sell
127,894
-33,446
-21% -$1.6M 0.07% 240
2024
Q3 		$7.77M Sell
161,340
-32,786
-17% -$1.57M 0.09% 200
2024
Q2 		$9.16M Buy
194,126
+9,941
+5% +$469K 0.11% 171
2024
Q1 		$8.74M Buy
184,185
+15,971
+9% +$761K 0.1% 190
2023
Q4 		$8.04M Sell
168,214
-3,004
-2% -$141K 0.1% 188
2023
Q3 		$7.92M Sell
171,218
-47,265
-22% -$2.21M 0.1% 187
2023
Q2 		$10.3M Sell
218,483
-15,185
-6% -$715K 0.17% 123
2023
Q1 		$11.1M Buy
233,668
+44,395
+23% +$2.1M 0.19% 117
2022
Q4 		$8.89M Buy
189,273
+836
+0.4% +$38.9K 0.17% 129
2022
Q3 		$8.69M Buy
188,437
+66,876
+55% +$3.16M 0.19% 118
2022
Q2 		$5.75M Sell
121,561
-95,946
-44% -$4.51M 0.12% 167
2022
Q1 		$10.3M Buy
217,507
+205,777
+1,754% +$9.92M 0.14% 151
2021
Q4 		$577K Buy
11,730
+1,217
+12% +$60K 0.02% 527
2021
Q3 		$519K Buy
10,513
+703
+7% +$34.9K 0.01% 536
2021
Q2 		$486K Buy
9,810
+4,578
+88% +$227K 0.02% 487
2021
Q1 		$258K Sell
5,232
-2,969
-36% -$147K 0.02% 425
2020
Q4 		$407K Buy
8,201
+2,813
+52% +$140K 0.03% 307
2020
Q3 		$269K Sell
5,388
-2,672
-33% -$133K 0.03% 314
2020
Q2 		$401K Buy
8,060
+3,856
+92% +$191K 0.04% 266
2020
Q1 		$205K Buy
+4,204
New +$206K 0.03% 280

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

Beacon Pointe Advisors's SHM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.6% in Q2 2026, selling an estimated $420K and leaving 146,608 shares worth $7.03M. The position accounts for 0.03% of the portfolio, ranked #434.

Beacon Pointe Advisors first reported a position in SHM in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.1M in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Beacon Pointe Advisors held 146,608 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $7.03M as of Q2 2026.
  • Beacon Pointe Advisors sold 8,774 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $420K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #434 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.1M in Q1 2023.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.