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

Clarity Financial’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 		$217K Hold
4,525
– – 0.02% 119
2026
Q1 		$216K Sell
4,525
-140
-3% -$6.75K 0.02% 108
2025
Q4 		$224K Buy
+4,665
New +$224K 0.02% 110
2023
Q3 		– Sell
-25,065
Closed -$1.18M – 126
2023
Q2 		$1.18M Buy
+25,065
New +$1.18M 0.17% 52

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clarity Financial's SHM Position: Q2 2026 in Review

Clarity Financial held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 4,525 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #119.

Clarity Financial first reported a position in SHM in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.18M in Q2 2023. 239 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Clarity Financial held 4,525 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $217K as of Q2 2026.
  • Clarity Financial 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 0.02% of Clarity Financial's portfolio in Q2 2026, its #119 holding.
  • Clarity Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Clarity Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.18M in Q2 2023.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.