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

Choreo 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 Q1	$931K	Sell	19,475 -6,145	-24%	-$296K	0.01%	638
2025 Q4	$1.23M	Sell	25,620 -2,097	-8%	-$101K	0.02%	525
2025 Q3	$1.34M	Sell	27,717 -2,973	-10%	-$143K	0.02%	495
2025 Q2	$1.47M	Buy	30,690 +209	+0.7%	+$9.91K	0.02%	447
2025 Q1	$1.45M	Buy	30,481 +330	+1%	+$15.7K	0.02%	435
2024 Q4	$1.43M	Sell	30,151 -7,213	-19%	-$344K	0.02%	449
2024 Q3	$1.8M	Sell	37,364 -695	-2%	-$33.2K	0.03%	381
2024 Q2	$1.79M	Buy	38,059 +7,516	+25%	+$354K	0.03%	349
2024 Q1	$1.45M	Sell	30,543 -543	-2%	-$25.9K	0.04%	220
2023 Q4	$1.49M	Buy	+31,086	New	+$1.46M	0.04%	205
2017 Q4	–	Sell	-5,175	Closed	-$252K	–	296
2017 Q3	$252K	Buy	5,175 +13	+0.3%	+$634	0.03%	240
2017 Q2	$250K	Buy	+5,162	New	+$251K	0.04%	231
2016 Q4	–	Sell	-7,200	Closed	-$352K	–	271
2016 Q3	$352K	Buy	+7,200	New	+$353K	0.06%	151

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Choreo LLC's SHM Position: Q1 2026 in Review

Choreo LLC reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 24% in Q1 2026, selling an estimated $296K and leaving 19,475 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #638.

Choreo LLC first reported a position in SHM in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.8M in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Choreo LLC held 19,475 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $931K as of Q1 2026.
Choreo LLC sold 6,145 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $296K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #638 holding.
Choreo LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and has held it in 13 quarters since.
Choreo LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.8M in Q3 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.