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Benjamin Edwards Inc’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Benjamin Edwards Inc’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 		$4.74M Sell
98,919
-43,162
-30% -$2.07M 0.04% 358
2026
Q1 		$6.8M Buy
142,081
+14,785
+12% +$712K 0.07% 270
2025
Q4 		$6.11M Buy
127,296
+6,538
+5% +$314K 0.07% 273
2025
Q3 		$5.82M Buy
120,758
+6,902
+6% +$332K 0.07% 273
2025
Q2 		$5.45M Buy
113,856
+2,809
+3% +$133K 0.07% 259
2025
Q1 		$5.29M Buy
111,047
+3,119
+3% +$149K 0.07% 250
2024
Q4 		$5.11M Sell
107,928
-16,220
-13% -$774K 0.07% 258
2024
Q3 		$5.98M Buy
124,148
+123,004
+10,752% +$5.87M 0.09% 240
2024
Q2 		$54K Buy
1,144
+248
+28% +$11.7K 0.01% 488
2024
Q1 		$43K Buy
+896
New +$42.7K 0.01% 505
2023
Q1 		– Sell
-1,459
Closed -$69K – 746
2022
Q4 		$69K Buy
+1,459
New +$67.9K 0.02% 391

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

Benjamin Edwards Inc's SHM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 30% in Q2 2026, selling an estimated $2.07M and leaving 98,919 shares worth $4.74M. The position accounts for 0.04% of the portfolio, ranked #358.

Benjamin Edwards Inc first reported a position in SHM in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.8M in Q1 2026. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Benjamin Edwards Inc held 98,919 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.74M as of Q2 2026.
  • Benjamin Edwards Inc sold 43,162 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.07M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #358 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Benjamin Edwards Inc's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.8M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.