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

Capital Analysts 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	$614K	Buy	12,816 +965	+8%	+$46.2K	0.01%	462
2026 Q1	$567K	Buy	11,851 +1,265	+12%	+$61K	0.01%	427
2025 Q4	$508K	Buy	10,586 +5,477	+107%	+$263K	0.01%	422
2025 Q3	$247K	Buy	5,109 +137	+3%	+$6.59K	0.01%	557
2025 Q2	$238K	Buy	4,972 +3,190	+179%	+$151K	0.01%	519
2025 Q1	$85K	Sell	1,782 -97,233	-98%	-$4.63M	﹤0.01%	681
2024 Q4	$4.69M	Buy	99,015 +3,727	+4%	+$178K	0.19%	101
2024 Q3	$4.59M	Sell	95,288 -1,743	-2%	-$83.2K	0.19%	102
2024 Q2	$4.58M	Buy	97,031 +1,870	+2%	+$88.2K	0.2%	95
2024 Q1	$4.51M	Buy	95,161 +5,670	+6%	+$270K	0.21%	90
2023 Q4	$4.28M	Buy	89,491 +4,405	+5%	+$207K	0.22%	90
2023 Q3	$3.93M	Sell	85,086 -20,910	-20%	-$979K	0.22%	89
2023 Q2	$4.99M	Sell	105,996 -944	-0.9%	-$44.4K	0.28%	84
2023 Q1	$5.08M	Sell	106,940 -2,595	-2%	-$123K	0.29%	84
2022 Q4	$5.15M	Buy	109,535 +5,443	+5%	+$253K	0.31%	73
2022 Q3	$4.8M	Buy	104,092 +2,072	+2%	+$97.8K	0.33%	71
2022 Q2	$4.82M	Sell	102,020 -3,944	-4%	-$185K	0.34%	69
2022 Q1	$5.02M	Sell	105,964 -237	-0.2%	-$11.4K	0.32%	72
2021 Q4	$5.22M	Buy	106,201 +12,766	+14%	+$629K	0.32%	67
2021 Q3	$4.62M	Buy	93,435 +2,461	+3%	+$122K	0.3%	68
2021 Q2	$4.51M	Sell	90,974 -7,386	-8%	-$366K	0.3%	71
2021 Q1	$4.88M	Buy	98,360 +7,283	+8%	+$362K	0.34%	68
2020 Q4	$4.54M	Buy	91,077 +7,209	+9%	+$359K	0.4%	51
2020 Q3	$4.18M	Buy	83,868 +10,118	+14%	+$505K	0.4%	49
2020 Q2	$3.68M	Sell	73,750 -38,121	-34%	-$1.88M	0.39%	58
2020 Q1	$5.47M	Buy	111,871 +6,742	+6%	+$330K	0.67%	26
2019 Q4	$5.16M	Buy	105,129 +3,933	+4%	+$193K	0.51%	35
2019 Q3	$4.96M	Sell	101,196 -644	-0.6%	-$31.6K	0.52%	35
2019 Q2	$4.98M	Sell	101,840 -8,935	-8%	-$434K	0.54%	34
2019 Q1	$5.37M	Buy	110,775 +3,468	+3%	+$167K	0.62%	23
2018 Q4	$5.16M	Buy	107,307 +9,683	+10%	+$462K	0.68%	22
2018 Q3	$4.66M	Buy	97,624 +3,660	+4%	+$175K	0.53%	35
2018 Q2	$4.51M	Buy	93,964 +4,761	+5%	+$227K	0.54%	32
2018 Q1	$4.28M	Buy	89,203 +6,311	+8%	+$303K	0.53%	30
2017 Q4	$3.97M	Buy	82,892 +13,582	+20%	+$656K	0.5%	38
2017 Q3	$3.37M	Buy	69,310 +11,141	+19%	+$543K	0.45%	53
2017 Q2	$2.82M	Buy	58,169 +8,172	+16%	+$397K	0.4%	62
2017 Q1	$2.42M	Buy	49,997 +9,711	+24%	+$469K	0.38%	71
2016 Q4	$1.93M	Buy	40,286 +11,571	+40%	+$559K	0.34%	75
2016 Q3	$1.4M	Buy	28,715 +10,534	+58%	+$517K	0.26%	79
2016 Q2	$892K	Buy	+18,181	New	+$889K	0.18%	92
2016 Q1	–	Sell	-5,175	Closed	-$252K	–	410
2015 Q4	$252K	Hold	5,175	–	–	0.05%	164
2015 Q3	$252K	Hold	5,175	–	–	0.05%	170
2015 Q2	$251K	Buy	+5,175	New	+$251K	0.05%	164

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

Capital Analysts LLC's SHM Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.1% in Q2 2026, buying an estimated $46.2K and bringing the position to 12,816 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #462.

Capital Analysts LLC first reported a position in SHM in Q2 2015 and has held it in 44 quarters since. The position peaked at $5.47M in Q1 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Capital Analysts LLC held 12,816 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $614K as of Q2 2026.
Capital Analysts LLC bought 965 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $46.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #462 holding.
Capital Analysts LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2015 and has held it in 44 quarters since.
Capital Analysts LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.47M in Q1 2020.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.