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

Clifford Group’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	$2.23M	Buy	46,590 +784	+2%	+$37.8K	1.72%	14
2025 Q4	$2.2M	Sell	45,806 -178	-0.4%	-$8.54K	1.7%	13
2025 Q3	$2.22M	Buy	45,984 +3,225	+8%	+$155K	1.73%	12
2025 Q2	$2.05M	Sell	42,759 -3,327	-7%	-$158K	1.68%	11
2025 Q1	$2.19M	Buy	46,086 +2,895	+7%	+$138K	2.05%	10
2024 Q4	$2.05M	Buy	43,191 +477	+1%	+$22.8K	1.56%	14
2024 Q3	$2.06M	Sell	42,714 -1,565	-4%	-$74.7K	1.6%	14
2024 Q2	$2.09M	Sell	44,279 -5,334	-11%	-$251K	1.69%	13
2024 Q1	$2.35M	Buy	49,613 +1,188	+2%	+$56.6K	1.94%	9
2023 Q4	$2.31M	Buy	48,425 +458	+1%	+$21.5K	2.14%	7
2023 Q3	$2.22M	Buy	47,967 +1,430	+3%	+$67K	2.41%	7
2023 Q2	$2.19M	Buy	46,537 +10,470	+29%	+$493K	2.35%	7
2023 Q1	$1.71M	Sell	36,067 -4,774	-12%	-$225K	2.08%	8
2022 Q4	$1.92M	Buy	+40,841	New	+$1.9M	2.4%	8

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

Clifford Group's SHM Position: Q1 2026 in Review

Clifford Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q1 2026, buying an estimated $37.8K and bringing the position to 46,590 shares worth $2.23M. The position accounts for 1.72% of the portfolio, ranked #14.

Clifford Group first reported a position in SHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Clifford Group held 46,590 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.23M as of Q1 2026.
Clifford Group bought 784 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $37.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.72% of Clifford Group's portfolio in Q1 2026, its #14 holding.
Clifford Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Clifford Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.35M in Q1 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 Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.