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

Clearstead Advisors’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	$905K	Buy	18,861 +16	+0.1%	+$766	0.01%	574
2026 Q1	$901K	Buy	18,845 +184	+1%	+$8.87K	0.01%	547
2025 Q4	$896K	Buy	18,661 +728	+4%	+$34.9K	0.01%	506
2025 Q3	$865K	Buy	17,933 +1,042	+6%	+$50.1K	0.01%	499
2025 Q2	$808K	Buy	16,891 +643	+4%	+$30.5K	0.01%	495
2025 Q1	$773K	Buy	16,248 +446	+3%	+$21.2K	0.01%	468
2024 Q4	$749K	Sell	15,802 -5,830	-27%	-$278K	0.01%	478
2024 Q3	$1.04M	Buy	21,632 +5,752	+36%	+$275K	0.02%	411
2024 Q2	$749K	Buy	+15,880	New	+$749K	0.01%	453
2022 Q1	–	Sell	-5,438	Closed	-$267K	–	1448
2021 Q4	$267K	Buy	5,438 +17	+0.3%	+$838	0.02%	344
2021 Q3	$268K	Buy	5,421 +10	+0.2%	+$496	0.02%	331
2021 Q2	$268K	Buy	5,411 +11	+0.2%	+$546	0.02%	308
2021 Q1	$268K	Buy	+5,400	New	+$268K	0.02%	297

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

Clearstead Advisors's SHM Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.08% in Q2 2026, buying an estimated $766 and bringing the position to 18,861 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #574.

Clearstead Advisors first reported a position in SHM in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.04M in Q3 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Clearstead Advisors held 18,861 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $905K as of Q2 2026.
Clearstead Advisors bought 16 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $766.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #574 holding.
Clearstead Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 13 quarters since.
Clearstead Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.04M in Q3 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.