BH
SHM icon

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

Burk Holdings’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 		$277K Sell
5,790
-321
-5% -$15.5K 0.12% 65
2025
Q4 		$293K Buy
+6,111
New +$293K 0.14% 64

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

Burk Holdings's SHM Position: Q1 2026 in Review

Burk Holdings reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.3% in Q1 2026, selling an estimated $15.5K and leaving 5,790 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #65.

Burk Holdings first reported a position in SHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $293K in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Burk Holdings held 5,790 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $277K as of Q1 2026.
  • Burk Holdings sold 321 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $15.5K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Burk Holdings's portfolio in Q1 2026, its #65 holding.
  • Burk Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Burk Holdings's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $293K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.