Eagle Strategies
SHM icon

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

Eagle Strategies’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
Q3 		$1.23M Sell
26,370
-3,861
-13% -$184K 0.12% 130
2026
Q2 		$1.45M Sell
30,231
-6,658
-18% -$319K 0.14% 116
2026
Q1 		$1.76M Sell
36,889
-603
-2% -$29.1K 0.21% 96
2025
Q4 		$1.8M Buy
37,492
+131
+0.4% +$6.29K 0.23% 91
2025
Q3 		$1.8M Sell
37,361
-1,938
-5% -$93.3K 0.24% 87
2025
Q2 		$1.88M Sell
39,299
-2,094
-5% -$99.3K 0.29% 75
2025
Q1 		$1.97M Sell
41,393
-3,211
-7% -$153K 0.34% 59
2024
Q4 		$2.11M Sell
44,604
-3,296
-7% -$157K 0.37% 60
2024
Q3 		$2.31M Sell
47,900
-35,508
-43% -$1.7M 0.42% 54
2024
Q2 		$3.94M Buy
83,408
+74,849
+875% +$3.53M 0.75% 42
2024
Q1 		$406K Sell
8,559
-106,717
-93% -$5.08M 0.09% 180
2023
Q4 		$5.51M Buy
115,276
+8,018
+7% +$376K 1.18% 26
2023
Q3 		$4.96M Buy
107,258
+20,506
+24% +$960K 1.22% 22
2023
Q2 		$4.08M Buy
86,752
+16,534
+24% +$779K 0.99% 25
2023
Q1 		$3.34M Buy
70,218
+36,883
+111% +$1.74M 0.83% 32
2022
Q4 		$1.57M Buy
+33,335
New +$1.55M 0.47% 51

Other funds holding SHM

Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Eagle Strategies's SHM Position: Q3 2026 in Review

Eagle Strategies reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q3 2026, selling an estimated $184K and leaving 26,370 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #130.

Eagle Strategies first reported a position in SHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.51M in Q4 2023. 270 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Eagle Strategies held 26,370 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.23M as of Q3 2026.
  • Eagle Strategies sold 3,861 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $184K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Eagle Strategies's portfolio in Q3 2026, its #130 holding.
  • Eagle Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Eagle Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.51M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.