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

Cascade Financial Partners’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	$333K	Sell	6,944 -418	-6%	-$20K	0.03%	215
2026 Q1	$352K	Sell	7,362 -422	-5%	-$20.3K	0.04%	192
2025 Q4	$374K	Hold	7,784	–	–	0.04%	183
2025 Q3	$375K	Buy	7,784 +70	+0.9%	+$3.37K	0.04%	186
2025 Q2	$369K	Buy	+7,714	New	+$366K	0.04%	185

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

Cascade Financial Partners's SHM Position: Q2 2026 in Review

Cascade Financial Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.7% in Q2 2026, selling an estimated $20K and leaving 6,944 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #215.

Cascade Financial Partners first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $375K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Cascade Financial Partners held 6,944 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $333K as of Q2 2026.
Cascade Financial Partners sold 418 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $20K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #215 holding.
Cascade Financial Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Cascade Financial Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $375K in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.