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

Columbia River Financial 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	$2.69M	Buy	56,084 +4,783	+9%	+$229K	1.44%	17
2026 Q1	$2.45M	Buy	51,301 +738	+1%	+$35.6K	1.42%	18
2025 Q4	$2.43M	Buy	50,563 +1,867	+4%	+$89.6K	1.49%	18
2025 Q3	$2.33M	Buy	48,696 +123	+0.3%	+$5.92K	1.44%	18
2025 Q2	$2.33M	Sell	48,573 -2,183	-4%	-$104K	1.51%	18
2025 Q1	$2.42M	Buy	50,756 +3,294	+7%	+$157K	1.61%	18
2024 Q4	$2.25M	Buy	+47,462	New	+$2.27M	1.55%	17

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

Columbia River Financial Group's SHM Position: Q2 2026 in Review

Columbia River Financial Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.3% in Q2 2026, buying an estimated $229K and bringing the position to 56,084 shares worth $2.69M. The position accounts for 1.44% of the portfolio, ranked #17.

Columbia River Financial Group first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Columbia River Financial Group held 56,084 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.69M as of Q2 2026.
Columbia River Financial Group bought 4,783 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $229K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.44% of Columbia River Financial Group's portfolio in Q2 2026, its #17 holding.
Columbia River Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.