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

Farther Finance 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	$5.88M	Sell	122,519 -3,679	-3%	-$176K	0.05%	358
2026 Q1	$6.03M	Buy	126,198 +3,069	+2%	+$148K	0.06%	299
2025 Q4	$5.91M	Sell	123,129 -1,052	-0.8%	-$50.5K	0.06%	267
2025 Q3	$5.99M	Sell	124,181 -21,528	-15%	-$1.04M	0.09%	186
2025 Q2	$6.97M	Sell	145,709 -7,279	-5%	-$345K	0.14%	134
2025 Q1	$7.28M	Sell	152,988 -15,735	-9%	-$749K	0.19%	110
2024 Q4	$8M	Sell	168,723 -22,160	-12%	-$1.06M	0.29%	76
2024 Q3	$9.19M	Sell	190,883 -14,668	-7%	-$700K	0.34%	57
2024 Q2	$9.66M	Sell	205,551 -11,169	-5%	-$527K	0.47%	37
2024 Q1	$10.2M	Sell	216,720 -41,404	-16%	-$1.97M	0.62%	26
2023 Q4	$12.3M	Buy	258,124 +227,422	+741%	+$10.7M	0.89%	15
2023 Q3	$1.42M	Buy	30,702 +29,775	+3,212%	+$1.39M	0.22%	88
2023 Q2	$43.6K	Buy	+927	New	+$43.6K	0.01%	725
2023 Q1	–	Hold	0	–	–	–	2334
2022 Q4	–	Hold	0	–	–	–	2173

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

Farther Finance Advisors's SHM Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.9% in Q2 2026, selling an estimated $176K and leaving 122,519 shares worth $5.88M. The position accounts for 0.05% of the portfolio, ranked #358.

Farther Finance Advisors first reported a position in SHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Farther Finance Advisors held 122,519 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.88M as of Q2 2026.
Farther Finance Advisors sold 3,679 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $176K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #358 holding.
Farther Finance Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12.3M in Q4 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.