Curi RMB Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Curi RMB Capital’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	$499K	Sell	10,399 -1,870	-15%	-$89.5K	0.01%	602
2026 Q1	$587K	Sell	12,269 -554	-4%	-$26.7K	0.01%	557
2025 Q4	$615K	Buy	12,823 +7,803	+155%	+$375K	0.01%	556
2025 Q3	$242K	Buy	5,020 +305	+6%	+$14.7K	﹤0.01%	642
2025 Q2	$226K	Buy	+4,715	New	+$224K	﹤0.01%	636
2024 Q2	–	Sell	-4,297	Closed	-$204K	–	565
2024 Q1	$204K	Buy	+4,297	New	+$205K	﹤0.01%	550

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

Curi RMB Capital's SHM Position: Q2 2026 in Review

Curi RMB Capital reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, selling an estimated $89.5K and leaving 10,399 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #602.

Curi RMB Capital first reported a position in SHM in Q1 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Curi RMB Capital held 10,399 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $499K as of Q2 2026.
Curi RMB Capital sold 1,870 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $89.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #602 holding.
Curi RMB Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 6 quarters since.
Curi RMB Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $615K in Q4 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.