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

Essex Financial Services’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	$405K	Hold	8,465	–	–	0.02%	518
2025 Q4	$406K	Hold	8,465	–	–	0.02%	498
2025 Q3	$408K	Sell	8,465 -627	-7%	-$30.2K	0.02%	484
2025 Q2	$435K	Sell	9,092 -1,870	-17%	-$88.7K	0.03%	439
2025 Q1	$522K	Sell	10,962 -1,180	-10%	-$56.2K	0.04%	374
2024 Q4	$575K	Hold	12,142	–	–	0.04%	347
2024 Q3	$581K	Buy	12,142 +895	+8%	+$42.7K	0.04%	348
2024 Q2	$536K	Buy	11,247 +6,465	+135%	+$305K	0.04%	363
2024 Q1	$227K	Sell	4,782 -1,090	-19%	-$51.9K	0.02%	480
2023 Q4	$281K	Buy	5,872 +320	+6%	+$15K	0.03%	408
2023 Q3	$257K	Buy	+5,552	New	+$260K	0.03%	394

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

Essex Financial Services's SHM Position: Q1 2026 in Review

Essex Financial Services held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 8,465 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #518.

Essex Financial Services first reported a position in SHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $581K in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Essex Financial Services held 8,465 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $405K as of Q1 2026.
Essex Financial Services 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 0.02% of Essex Financial Services's portfolio in Q1 2026, its #518 holding.
Essex Financial Services 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.
Essex Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $581K in Q3 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.