Betterment LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Betterment LLC’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	$14M	Sell	291,079 -15,254	-5%	-$730K	0.02%	119
2026 Q1	$14.7M	Sell	306,333 -18,841	-6%	-$908K	0.03%	116
2025 Q4	$15.6M	Sell	325,174 -12,978	-4%	-$623K	0.03%	108
2025 Q3	$16.3M	Sell	338,152 -13,749	-4%	-$662K	0.03%	103
2025 Q2	$16.8M	Sell	351,901 -150,881	-30%	-$7.16M	0.04%	100
2025 Q1	$23.9M	Sell	502,782 -75,037	-13%	-$3.57M	0.06%	79
2024 Q4	$27.4M	Sell	577,819 -325,520	-36%	-$15.5M	0.07%	69
2024 Q3	$43.5M	Sell	903,339 -446,556	-33%	-$21.3M	0.1%	56
2024 Q2	$63.7M	Buy	+1,349,895	New	+$63.6M	0.17%	47

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

Betterment LLC's SHM Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5% in Q2 2026, selling an estimated $730K and leaving 291,079 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #119.

Betterment LLC first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $63.7M in Q2 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Betterment LLC held 291,079 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $14M as of Q2 2026.
Betterment LLC sold 15,254 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $730K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #119 holding.
Betterment LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $63.7M in Q2 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.