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

Cercano Management’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	–	Sell	-206,569	Closed	-$9.88M	–	150
2026 Q1	$9.88M	Sell	206,569 -107,633	-34%	-$5.19M	0.43%	47
2025 Q4	$15.1M	Hold	314,202	–	–	0.57%	37
2025 Q3	$15.2M	Hold	314,202	–	–	0.58%	35
2025 Q2	$15M	Hold	314,202	–	–	0.43%	53
2025 Q1	$15M	Buy	+314,202	New	+$15M	0.44%	48
2024 Q3	–	Sell	-110,000	Closed	-$5.19M	–	172
2024 Q2	$5.19M	Hold	110,000	–	–	0.14%	75
2024 Q1	$5.22M	Buy	+110,000	New	+$5.24M	0.15%	78

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

Cercano Management's SHM Position: Q2 2026 in Review

Cercano Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 206,569 shares — an estimated $9.88M sold.

Cercano Management first reported a position in SHM in Q1 2024 and held it in 7 quarters. The position peaked at $15.2M in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Cercano Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Cercano Management sold 206,569 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $9.88M.
Cercano Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 7 quarters.
Cercano Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15.2M in Q3 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.