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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eagle Strategies's SHM Position: Q2 2026 in Review

Eagle Strategies reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q2 2026, selling an estimated $319K and leaving 30,231 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #116.

Eagle Strategies first reported a position in SHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q4 2023. 193 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Eagle Strategies held 30,231 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.45M as of Q2 2026.
  • Eagle Strategies sold 6,658 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $319K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of Eagle Strategies's portfolio in Q2 2026, its #116 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 15 quarters since.
  • Eagle Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.51M in Q4 2023.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.