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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Columbia River Financial Group's SHM Position: Q1 2026 in Review

Columbia River Financial Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.5% in Q1 2026, buying an estimated $35.6K and bringing the position to 51,301 shares worth $2.45M. The position accounts for 1.42% of the portfolio, ranked #18.

Columbia River Financial Group first reported a position in SHM in Q4 2024 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Columbia River Financial Group held 51,301 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.45M as of Q1 2026.
  • Columbia River Financial Group bought 738 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $35.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.42% of Columbia River Financial Group's portfolio in Q1 2026, its #18 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 6 quarters since.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.