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

Confluence Investment Management’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 		$932K Sell
19,435
-41,857
-68% -$2M 0.01% 222
2026
Q1 		$2.93M Buy
61,292
+3,275
+6% +$158K 0.05% 133
2025
Q4 		$2.78M Sell
58,017
-2,807
-5% -$135K 0.04% 141
2025
Q3 		$2.93M Sell
60,824
-3,828
-6% -$184K 0.04% 143
2025
Q2 		$3.09M Buy
64,652
+16,604
+35% +$788K 0.04% 144
2025
Q1 		$2.29M Sell
48,048
-697
-1% -$33.2K 0.03% 167
2024
Q4 		$2.31M Sell
48,745
-34,593
-42% -$1.65M 0.03% 171
2024
Q3 		$4.01M Buy
83,338
+3,524
+4% +$168K 0.05% 150
2024
Q2 		$3.77M Buy
79,814
+4,260
+6% +$201K 0.05% 145
2024
Q1 		$3.58M Buy
+75,554
New +$3.6M 0.05% 149
2023
Q3 		– Sell
-15,876
Closed -$747K – 305
2023
Q2 		$747K Buy
15,876
+7,965
+101% +$375K 0.01% 203
2023
Q1 		$376K Sell
7,911
-123,458
-94% -$5.83M 0.01% 254
2022
Q4 		$6.17M Buy
+131,369
New +$6.12M 0.09% 127
2022
Q3 		– Sell
-14,849
Closed -$702K – 316
2022
Q2 		$702K Sell
14,849
-1,048
-7% -$49.2K 0.01% 216
2022
Q1 		$752K Buy
+15,897
New +$766K 0.01% 217
2020
Q4 		– Sell
-7,157
Closed -$357K – 308
2020
Q3 		$357K Buy
+7,157
New +$357K 0.01% 249
2018
Q1 		– Sell
-7,952
Closed -$381K – 244
2017
Q4 		$381K Buy
7,952
+204
+3% +$9.85K 0.01% 201
2017
Q3 		$377K Buy
+7,748
New +$378K 0.01% 200
2015
Q2 		– Sell
-5,870
Closed -$285K – 242
2015
Q1 		$285K Sell
5,870
-60,671
-91% -$2.96M 0.01% 226
2014
Q4 		$3.23M Sell
66,541
-2,470
-4% -$120K 0.13% 132
2014
Q3 		$3.37M Buy
69,011
+7,696
+13% +$375K 0.15% 133
2014
Q2 		$2.98M Buy
61,315
+1,745
+3% +$84.8K 0.14% 139
2014
Q1 		$2.89M Buy
59,570
+6,389
+12% +$311K 0.15% 139
2013
Q4 		$2.58M Buy
53,181
+17,755
+50% +$862K 0.14% 138
2013
Q3 		$1.72M Buy
35,426
+9,476
+37% +$456K 0.11% 158
2013
Q2 		$1.24M Buy
+25,950
New +$1.26M 0.09% 166

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Confluence Investment Management's SHM Position: Q2 2026 in Review

Confluence Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 68% in Q2 2026, selling an estimated $2M and leaving 19,435 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #222.

Confluence Investment Management first reported a position in SHM in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.17M in Q4 2022. 68 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Confluence Investment Management held 19,435 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $932K as of Q2 2026.
  • Confluence Investment Management sold 41,857 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #222 holding.
  • Confluence Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Confluence Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.17M in Q4 2022.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.