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

Brio Consultants’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 		$4.14M Buy
86,254
+1,102
+1% +$52.7K 0.48% 40
2026
Q1 		$4.07M Sell
85,152
-333
-0.4% -$16K 0.5% 40
2025
Q4 		$4.1M Buy
85,485
+2,675
+3% +$128K 0.53% 40
2025
Q3 		$3.99M Sell
82,810
-1,528
-2% -$73.5K 0.55% 37
2025
Q2 		$4.03M Sell
84,338
-4,416
-5% -$209K 0.59% 36
2025
Q1 		$4.22M Sell
88,754
-11,273
-11% -$537K 0.66% 36
2024
Q4 		$4.74M Sell
100,027
-17,331
-15% -$827K 0.74% 33
2024
Q3 		$5.65M Sell
117,358
-21,474
-15% -$1.03M 0.9% 28
2024
Q2 		$6.55M Buy
138,832
+3,777
+3% +$178K 1.08% 24
2024
Q1 		$6.41M Buy
135,055
+3,942
+3% +$188K 1.08% 23
2023
Q4 		$6.27M Sell
131,113
-1,394
-1% -$65.4K 1.11% 23
2023
Q3 		$6.13M Buy
132,507
+101,591
+329% +$4.76M 1.15% 21
2023
Q2 		$1.45M Buy
+30,916
New +$1.46M 0.26% 47
2020
Q2 		– Sell
-4,394
Closed -$215K – 76
2020
Q1 		$215K Buy
4,394
+10
+0.2% +$489 0.09% 61
2019
Q4 		$215K Sell
4,384
-426
-9% -$20.9K 0.07% 73
2019
Q3 		$236K Buy
4,810
+17
+0.4% +$835 0.09% 65
2019
Q2 		$235K Buy
4,793
+16
+0.3% +$778 0.09% 65
2019
Q1 		$232K Buy
4,777
+12
+0.3% +$580 0.1% 62
2018
Q4 		$229K Buy
+4,765
New +$227K 0.12% 63

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

Brio Consultants's SHM Position: Q2 2026 in Review

Brio Consultants increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.3% in Q2 2026, buying an estimated $52.7K and bringing the position to 86,254 shares worth $4.14M. The position accounts for 0.48% of the portfolio, ranked #40.

Brio Consultants first reported a position in SHM in Q4 2018 and has held it in 19 quarters since. The position peaked at $6.55M in Q2 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Brio Consultants held 86,254 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.14M as of Q2 2026.
  • Brio Consultants bought 1,102 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $52.7K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.48% of Brio Consultants's portfolio in Q2 2026, its #40 holding.
  • Brio Consultants first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • Brio Consultants's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.55M in Q2 2024.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.