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Chesley Taft & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Chesley Taft & Associates’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 		$2.01M Hold
41,922
– – 0.08% 164
2026
Q1 		$2.01M Sell
41,922
-4,000
-9% -$193K 0.08% 158
2025
Q4 		$2.2M Hold
45,922
– – 0.09% 153
2025
Q3 		$2.21M Sell
45,922
-922
-2% -$44.4K 0.09% 146
2025
Q2 		$2.24M Hold
46,844
– – 0.1% 138
2025
Q1 		$2.23M Hold
46,844
– – 0.11% 130
2024
Q4 		$2.22M Hold
46,844
– – 0.1% 134
2024
Q3 		$2.26M Sell
46,844
-9,915
-17% -$473K 0.11% 133
2024
Q2 		$2.68M Sell
56,759
-21,925
-28% -$1.03M 0.13% 115
2024
Q1 		$3.73M Sell
78,684
-7,700
-9% -$367K 0.19% 100
2023
Q4 		$4.13M Sell
86,384
-100
-0.1% -$4.69K 0.23% 90
2023
Q3 		$4M Sell
86,484
-235
-0.3% -$11K 0.26% 83
2023
Q2 		$4.08M Buy
86,719
+200
+0.2% +$9.42K 0.25% 84
2023
Q1 		$4.11M Sell
86,519
-500
-0.6% -$23.6K 0.27% 83
2022
Q4 		$4.09M Hold
87,019
– – 0.28% 83
2022
Q3 		$4.01M Sell
87,019
-1,200
-1% -$56.6K 0.3% 79
2022
Q2 		$4.17M Buy
88,219
+250
+0.3% +$11.7K 0.28% 81
2022
Q1 		$4.14M Buy
87,969
+400
+0.5% +$19.3K 0.24% 89
2021
Q4 		$4.31M Buy
87,569
+1,300
+2% +$64K 0.22% 97
2021
Q3 		$4.26M Sell
86,269
-400
-0.5% -$19.8K 0.24% 92
2021
Q2 		$4.29M Buy
86,669
+950
+1% +$47.1K 0.25% 90
2021
Q1 		$4.25M Buy
85,719
+1,950
+2% +$96.9K 0.25% 87
2020
Q4 		$4.17M Sell
83,769
-2,345
-3% -$117K 0.27% 84
2020
Q3 		$4.29M Buy
86,114
+2,600
+3% +$130K 0.31% 75
2020
Q2 		$4.17M Buy
83,514
+4,500
+6% +$222K 0.32% 77
2020
Q1 		$3.86M Buy
79,014
+23,150
+41% +$1.13M 0.35% 74
2019
Q4 		$2.74M Buy
55,864
+2,000
+4% +$98.1K 0.2% 99
2019
Q3 		$2.64M Sell
53,864
-600
-1% -$29.5K 0.2% 97
2019
Q2 		$2.67M Sell
54,464
-600
-1% -$29.2K 0.21% 94
2019
Q1 		$2.67M Sell
55,064
-925
-2% -$44.7K 0.22% 93
2018
Q4 		$2.69M Sell
55,989
-4,000
-7% -$191K 0.26% 83
2018
Q3 		$2.86M Sell
59,989
-2,750
-4% -$132K 0.23% 95
2018
Q2 		$3.01M Sell
62,739
-4,400
-7% -$210K 0.26% 92
2018
Q1 		$3.21M Buy
67,139
+450
+0.7% +$21.6K 0.29% 85
2017
Q4 		$3.19M Buy
66,689
+4,850
+8% +$234K 0.27% 91
2017
Q3 		$3M Buy
61,839
+1,950
+3% +$95.1K 0.26% 95
2017
Q2 		$2.9M Buy
59,889
+1,700
+3% +$82.7K 0.26% 93
2017
Q1 		$2.82M Buy
58,189
+21,000
+56% +$1.01M 0.27% 89
2016
Q4 		$1.78M Sell
37,189
-2,294
-6% -$111K 0.18% 110
2016
Q3 		$1.93M Buy
39,483
+2,895
+8% +$142K 0.19% 102
2016
Q2 		$1.8M Sell
36,588
-1,250
-3% -$61.2K 0.18% 108
2016
Q1 		$1.85M Buy
37,838
+3,788
+11% +$185K 0.19% 102
2015
Q4 		$1.66M Buy
+34,050
New +$1.66M 0.17% 113

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $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

Chesley Taft & Associates's SHM Position: Q2 2026 in Review

Chesley Taft & Associates held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 41,922 shares worth $2.01M. The position accounts for 0.08% of the portfolio, ranked #164.

Chesley Taft & Associates first reported a position in SHM in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.31M in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Chesley Taft & Associates held 41,922 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.01M as of Q2 2026.
  • Chesley Taft & Associates left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Chesley Taft & Associates's portfolio in Q2 2026, its #164 holding.
  • Chesley Taft & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Chesley Taft & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.31M 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 Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.