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

Elevated Capital 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
Q2 		– Sell
-90
Closed -$4.31K – 864
2026
Q1 		$4.31K Sell
90
-87
-49% -$4.19K ﹤0.01% 559
2025
Q4 		$8.48K Buy
+177
New +$8.49K ﹤0.01% 463

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Elevated Capital Advisors's SHM Position: Q2 2026 in Review

Elevated Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 90 shares — an estimated $4.31K sold.

Elevated Capital Advisors first reported a position in SHM in Q4 2025 and held it in 2 quarters. The position peaked at $8.48K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Elevated Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 90 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.31K.
  • Elevated Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Elevated Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.48K 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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.