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

Concurrent Investment 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 		$5.96M Buy
124,171
+90,264
+266% +$4.32M 0.05% 391
2026
Q1 		$1.62M Sell
33,907
-365
-1% -$17.6K 0.02% 688
2025
Q4 		$1.64M Buy
34,272
+2,008
+6% +$96.4K 0.02% 642
2025
Q3 		$1.56M Buy
32,264
+14,156
+78% +$681K 0.03% 525
2025
Q2 		$866K Buy
18,108
+1,009
+6% +$47.9K 0.02% 643
2025
Q1 		$814K Sell
17,099
-80
-0.5% -$3.81K 0.02% 606
2024
Q4 		$814K Buy
17,179
+448
+3% +$21.4K 0.02% 540
2024
Q3 		$805K Sell
16,731
-505
-3% -$24.1K 0.02% 518
2024
Q2 		$813K Buy
17,236
+114
+0.7% +$5.38K 0.03% 482
2024
Q1 		$812K Buy
17,122
+437
+3% +$20.8K 0.03% 422
2023
Q4 		$797K Buy
+16,685
New +$783K 0.04% 377

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Concurrent Investment Advisors's SHM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 266% in Q2 2026, buying an estimated $4.32M and bringing the position to 124,171 shares worth $5.96M. The position accounts for 0.05% of the portfolio, ranked #391.

Concurrent Investment Advisors first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. 144 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Concurrent Investment Advisors held 124,171 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.96M as of Q2 2026.
  • Concurrent Investment Advisors bought 90,264 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.32M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #391 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.