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

DHJJ Financial 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	$240	Hold	5	–	–	﹤0.01%	980
2025 Q4	$240	Hold	5	–	–	﹤0.01%	940
2025 Q3	$242	Hold	5	–	–	﹤0.01%	902
2025 Q2	$240	Hold	5	–	–	﹤0.01%	876
2025 Q1	$238	Hold	5	–	–	﹤0.01%	830
2024 Q4	$237	Hold	5	–	–	﹤0.01%	799
2024 Q3	$241	Hold	5	–	–	﹤0.01%	782
2024 Q2	$236	Sell	5 -245	-98%	-$11.6K	﹤0.01%	729
2024 Q1	$11.9K	Hold	250	–	–	0.01%	432
2023 Q4	$11.9K	Hold	250	–	–	0.01%	424
2023 Q3	$11.6K	Buy	+250	New	+$11.7K	0.01%	419

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

DHJJ Financial Advisors's SHM Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 5 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #980.

DHJJ Financial Advisors first reported a position in SHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.9K in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

DHJJ Financial Advisors held 5 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $240 as of Q1 2026.
DHJJ Financial Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #980 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $11.9K in Q4 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.