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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
Q2 		– Sell
-46,590
Closed -$2.23M – 90
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
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

Clifford Group's SHM Position: Q2 2026 in Review

Clifford Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 46,590 shares — an estimated $2.23M sold.

Clifford Group first reported a position in SHM in Q4 2022 and held it in 14 quarters. The position peaked at $2.35M in Q1 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Clifford Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clifford Group sold 46,590 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.23M.
  • Clifford Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 14 quarters.
  • Clifford Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.35M in Q1 2024.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.