Cerity Partners
SHM icon

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

Cerity 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 		$5.3M Buy
110,515
+903
+0.8% +$43.2K 0.01% 1076
2026
Q1 		$5.24M Sell
109,612
-1,740
-2% -$83.8K 0.01% 984
2025
Q4 		$5.34M Buy
111,352
+4,766
+4% +$229K 0.01% 892
2025
Q3 		$5.14M Sell
106,586
-4,520
-4% -$218K 0.01% 840
2025
Q2 		$5.31M Sell
111,106
-5,272
-5% -$250K 0.01% 777
2025
Q1 		$5.54M Sell
116,378
-7,514
-6% -$358K 0.01% 700
2024
Q4 		$5.87M Buy
123,892
+6,500
+6% +$310K 0.01% 651
2024
Q3 		$5.65M Buy
117,392
+8,114
+7% +$387K 0.01% 651
2024
Q2 		$5.16M Buy
109,278
+1,832
+2% +$86.4K 0.01% 597
2024
Q1 		$5.08M Buy
107,446
+43,466
+68% +$2.07M 0.01% 645
2023
Q4 		$3.06M Buy
63,980
+5,276
+9% +$248K 0.01% 656
2023
Q3 		$2.71M Buy
58,704
+9,404
+19% +$440K 0.01% 516
2023
Q2 		$2.32M Buy
49,300
+10,843
+28% +$511K 0.01% 683
2023
Q1 		$1.83M Buy
38,457
+2,841
+8% +$134K ﹤0.01% 752
2022
Q4 		$1.67M Buy
+35,616
New +$1.66M 0.01% 559

Other funds holding SHM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cerity Partners's SHM Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.82% in Q2 2026, buying an estimated $43.2K and bringing the position to 110,515 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #1076.

Cerity Partners first reported a position in SHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87M in Q4 2024. 387 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Cerity Partners held 110,515 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.3M as of Q2 2026.
  • Cerity Partners bought 903 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $43.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1076 holding.
  • Cerity Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.87M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.