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

Detalus 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
Q1 		$2.52M Sell
52,721
-12,388
-19% -$597K 0.58% 34
2025
Q4 		$3.12M Buy
65,109
+1,453
+2% +$69.7K 0.76% 27
2025
Q3 		$3.07M Sell
63,656
-4,476
-7% -$215K 0.79% 26
2025
Q2 		$3.26M Buy
68,132
+29
+0% +$1.38K 0.94% 21
2025
Q1 		$3.24M Sell
68,103
-4,923
-7% -$234K 1.02% 23
2024
Q4 		$3.46M Buy
73,026
+3,439
+5% +$164K 1.14% 18
2024
Q3 		$3.35M Sell
69,587
-2,414
-3% -$115K 1.11% 18
2024
Q2 		$3.4M Sell
72,001
-9,533
-12% -$449K 1.16% 19
2024
Q1 		$3.87M Buy
81,534
+1,863
+2% +$88.7K 1.38% 17
2023
Q4 		$3.81M Sell
79,671
-4,761
-6% -$223K 1.52% 15
2023
Q3 		$3.9M Sell
84,432
-198
-0.2% -$9.27K 1.83% 14
2023
Q2 		$3.98M Buy
84,630
+746
+0.9% +$35.1K 1.78% 11
2023
Q1 		$3.99M Sell
83,884
-24,728
-23% -$1.17M 1.91% 11
2022
Q4 		$5.1M Buy
108,612
+10,637
+11% +$495K 2.49% 9
2022
Q3 		$4.52M Buy
97,975
+69,067
+239% +$3.26M 2.71% 6
2022
Q2 		$1.37M Buy
28,908
+22,008
+319% +$1.03M 0.8% 21
2022
Q1 		$327K Hold
6,900
– – 0.17% 82
2021
Q4 		$339K Buy
6,900
+100
+1% +$4.93K 0.16% 86
2021
Q3 		$336K Hold
6,800
– – 0.17% 88
2021
Q2 		$337K Sell
6,800
-8,200
-55% -$407K 0.18% 86
2021
Q1 		$743K Hold
15,000
– – 0.44% 45
2020
Q4 		$747K Buy
15,000
+7,500
+100% +$373K 0.47% 36
2020
Q3 		$374K Hold
7,500
– – 0.27% 63
2020
Q2 		$374K Buy
7,500
+2
+0% +$99 0.29% 64
2020
Q1 		$367K Buy
+7,498
New +$367K 0.34% 58

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

Detalus Advisors's SHM Position: Q1 2026 in Review

Detalus Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 19% in Q1 2026, selling an estimated $597K and leaving 52,721 shares worth $2.52M. The position accounts for 0.58% of the portfolio, ranked #34.

Detalus Advisors first reported a position in SHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.1M in Q4 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Detalus Advisors held 52,721 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.52M as of Q1 2026.
  • Detalus Advisors sold 12,388 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $597K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.58% of Detalus Advisors's portfolio in Q1 2026, its #34 holding.
  • Detalus Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Detalus Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.1M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.