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

Canvas Wealth 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 Q2	$730K	Buy	15,224 +1,717	+13%	+$82.2K	0.1%	107
2026 Q1	$646K	Sell	13,507 -1,296	-9%	-$62.5K	0.11%	104
2025 Q4	$710K	Sell	14,803 -914	-6%	-$43.9K	0.12%	88
2025 Q3	$756K	Buy	15,717 +55	+0.4%	+$2.65K	0.14%	83
2025 Q2	$751K	Buy	15,662 +306	+2%	+$14.5K	0.15%	81
2025 Q1	$722K	Buy	15,356 +2,540	+20%	+$121K	0.19%	82
2024 Q4	$607K	Buy	12,816 +1,243	+11%	+$59.3K	0.15%	90
2024 Q3	$557K	Sell	11,573 -79	-0.7%	-$3.77K	0.15%	84
2024 Q2	$553K	Sell	11,652 -99	-0.8%	-$4.67K	0.17%	76
2024 Q1	$555K	Buy	11,751 +1,142	+11%	+$54.4K	0.19%	69
2023 Q4	$506K	Sell	10,609 -649	-6%	-$30.4K	0.18%	68
2023 Q3	$519K	Sell	11,258 -99	-0.9%	-$4.64K	0.21%	61
2023 Q2	$536K	Sell	11,357 -409	-3%	-$19.3K	0.2%	66
2023 Q1	$555K	Sell	11,766 -1,068	-8%	-$50.4K	0.23%	65
2022 Q4	$611K	Sell	12,834 -332	-3%	-$15.5K	0.26%	63
2022 Q3	$606K	Sell	13,166 -8,245	-39%	-$389K	0.26%	62
2022 Q2	$1.01M	Sell	21,411 -13,782	-39%	-$647K	0.41%	54
2022 Q1	$1.64M	Sell	35,193 -24,263	-41%	-$1.17M	0.6%	45
2021 Q4	$2.92M	Buy	59,456 +1,372	+2%	+$67.6K	1.05%	24
2021 Q3	$2.87M	Buy	58,084 +14,279	+33%	+$708K	1.17%	24
2021 Q2	$2.17M	Buy	43,805 +21,860	+100%	+$1.08M	0.97%	27
2021 Q1	$1.09M	Buy	+21,945	New	+$1.09M	0.63%	42

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

Canvas Wealth Advisors's SHM Position: Q2 2026 in Review

Canvas Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q2 2026, buying an estimated $82.2K and bringing the position to 15,224 shares worth $730K. The position accounts for 0.1% of the portfolio, ranked #107.

Canvas Wealth Advisors first reported a position in SHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.92M in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Canvas Wealth Advisors held 15,224 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $730K as of Q2 2026.
Canvas Wealth Advisors bought 1,717 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $82.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.1% of Canvas Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Canvas Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 22 quarters since.
Canvas Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.92M in Q4 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.