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

Equita Financial Network’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	$599K	Buy	12,531 +51	+0.4%	+$2.46K	0.19%	54
2025 Q4	$599K	Sell	12,480 -732	-6%	-$35.1K	0.18%	58
2025 Q3	$637K	Sell	13,212 -1,136	-8%	-$54.7K	0.22%	52
2025 Q2	$686K	Buy	14,348 +3,181	+28%	+$151K	0.27%	44
2025 Q1	$532K	Hold	11,167	–	–	0.19%	59
2024 Q4	$529K	Hold	11,167	–	–	0.19%	54
2024 Q3	$538K	Hold	11,167	–	–	0.2%	54
2024 Q2	$527K	Hold	11,167	–	–	0.22%	56
2024 Q1	$530K	Hold	11,167	–	–	0.24%	49
2023 Q4	$534K	Buy	+11,167	New	+$524K	0.28%	45

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

Equita Financial Network's SHM Position: Q1 2026 in Review

Equita Financial Network increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.41% in Q1 2026, buying an estimated $2.46K and bringing the position to 12,531 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #54.

Equita Financial Network first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $686K in Q2 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Equita Financial Network held 12,531 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $599K as of Q1 2026.
Equita Financial Network bought 51 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $2.46K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Equita Financial Network's portfolio in Q1 2026, its #54 holding.
Equita Financial Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Equita Financial Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $686K in Q2 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.