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

Bragg Financial 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
Q1 		$3.83M Buy
80,104
+39,973
+100% +$1.93M 0.12% 151
2025
Q4 		$1.93M Buy
40,131
+5,200
+15% +$250K 0.06% 187
2025
Q3 		$1.68M Sell
34,931
-9,400
-21% -$452K 0.06% 185
2025
Q2 		$2.12M Buy
44,331
+12,695
+40% +$602K 0.08% 182
2025
Q1 		$1.51M Sell
31,636
-18,700
-37% -$891K 0.06% 188
2024
Q4 		$2.39M Sell
50,336
-2,695
-5% -$129K 0.1% 159
2024
Q3 		$2.55M Buy
53,031
+16,210
+44% +$774K 0.11% 160
2024
Q2 		$1.74M Sell
36,821
-1,981
-5% -$93.4K 0.08% 176
2024
Q1 		$1.84M Hold
38,802
– – 0.08% 173
2023
Q4 		$1.85M Sell
38,802
-19,070
-33% -$895K 0.09% 167
2023
Q3 		$2.68M Buy
57,872
+23,100
+66% +$1.08M 0.14% 142
2023
Q2 		$1.64M Buy
34,772
+4,170
+14% +$196K 0.09% 173
2023
Q1 		$1.46M Sell
30,602
-11,984
-28% -$566K 0.09% 175
2022
Q4 		$2M Sell
42,586
-6,559
-13% -$305K 0.12% 156
2022
Q3 		$2.27M Sell
49,145
-14,296
-23% -$674K 0.16% 145
2022
Q2 		$3M Sell
63,441
-7,480
-11% -$351K 0.2% 133
2022
Q1 		$3.36M Sell
70,921
-16,730
-19% -$806K 0.2% 136
2021
Q4 		$4.33M Hold
87,651
– – 0.28% 115
2021
Q3 		$4.33M Sell
87,651
-25,255
-22% -$1.25M 0.28% 115
2021
Q2 		$5.6M Sell
112,906
-3,710
-3% -$184K 0.36% 102
2021
Q1 		$5.78M Sell
116,616
-7,195
-6% -$357K 0.39% 95
2020
Q4 		$6.17M Buy
123,811
+19,645
+19% +$978K 0.54% 70
2020
Q3 		$5.2M Sell
104,166
-45,140
-30% -$2.25M 0.53% 69
2020
Q2 		$7.45M Buy
149,306
+53,150
+55% +$2.63M 0.83% 42
2020
Q1 		$4.7M Buy
96,156
+23,040
+32% +$1.13M 0.63% 59
2019
Q4 		$3.59M Buy
73,116
+23,045
+46% +$1.13M 0.4% 85
2019
Q3 		$2.45M Buy
50,071
+4,181
+9% +$205K 0.3% 110
2019
Q2 		$2.25M Buy
45,890
+15,563
+51% +$757K 0.28% 119
2019
Q1 		$1.47M Sell
30,327
-20,309
-40% -$981K 0.19% 145
2018
Q4 		$2.43M Buy
50,636
+9,880
+24% +$471K 0.37% 97
2018
Q3 		$1.94M Sell
40,756
-7,735
-16% -$371K 0.26% 121
2018
Q2 		$2.33M Buy
48,491
+4,720
+11% +$225K 0.33% 110
2018
Q1 		$2.09M Sell
43,771
-9,130
-17% -$438K 0.31% 116
2017
Q4 		$2.53M Buy
52,901
+9,600
+22% +$464K 0.36% 106
2017
Q3 		$2.1M Buy
43,301
+17,700
+69% +$863K 0.32% 114
2017
Q2 		$1.24M Sell
25,601
-4,900
-16% -$238K 0.2% 147
2017
Q1 		$1.48M Buy
+30,501
New +$1.47M 0.24% 131

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Bragg Financial Advisors's SHM Position: Q1 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 100% in Q1 2026, buying an estimated $1.93M and bringing the position to 80,104 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #151.

Bragg Financial Advisors first reported a position in SHM in Q1 2017 and has held it in 37 quarters since. The position peaked at $7.45M in Q2 2020. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Bragg Financial Advisors held 80,104 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.83M as of Q1 2026.
  • Bragg Financial Advisors bought 39,973 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $1.93M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Bragg Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Bragg Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Bragg Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.45M in Q2 2020.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.