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

EverSource Wealth 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	$2.54K	Sell	53 -1,174	-96%	-$56.2K	﹤0.01%	3625
2026 Q1	$58.7K	Sell	1,227 -268	-18%	-$12.9K	﹤0.01%	1775
2025 Q4	$71.7K	Buy	1,495 +53	+4%	+$2.54K	﹤0.01%	1493
2025 Q3	$69.5K	Sell	1,442 -381	-21%	-$18.3K	﹤0.01%	1475
2025 Q2	$87.2K	Sell	1,823 -2,131	-54%	-$101K	﹤0.01%	1280
2025 Q1	$188K	Buy	3,954 +7	+0.2%	+$333	0.01%	686
2024 Q4	$187K	Buy	3,947 +12	+0.3%	+$573	0.01%	678
2024 Q3	$189K	Hold	3,935	–	–	0.01%	579
2024 Q2	$187K	Buy	3,935 +820	+26%	+$38.7K	0.01%	580
2024 Q1	$147K	Sell	3,115 -3,614	-54%	-$172K	0.01%	582
2023 Q4	$322K	Sell	6,729 -310	-4%	-$14.5K	0.03%	323
2023 Q3	$325K	Sell	7,039 -395	-5%	-$18.5K	0.03%	293
2023 Q2	$350K	Buy	7,434 +728	+11%	+$34.3K	0.04%	281
2023 Q1	$319K	Sell	6,706 -145	-2%	-$6.85K	0.04%	287
2022 Q4	$322K	Sell	6,851 -7,962	-54%	-$371K	0.05%	269
2022 Q3	$683K	Buy	14,813 +371	+3%	+$17.5K	0.16%	127
2022 Q2	$683K	Sell	14,442 -2,060	-12%	-$96.7K	0.18%	105
2022 Q1	$781K	Buy	16,502 +2,032	+14%	+$98K	0.2%	102
2021 Q4	$712K	Buy	+14,470	New	+$713K	0.2%	87

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EverSource Wealth Advisors's SHM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 96% in Q2 2026, selling an estimated $56.2K and leaving 53 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

EverSource Wealth Advisors first reported a position in SHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $781K in Q1 2022. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

EverSource Wealth Advisors held 53 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.54K as of Q2 2026.
EverSource Wealth Advisors sold 1,174 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $56.2K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3625 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $781K in Q1 2022.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.