FC Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

FC Advisory’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	$1.56M	Buy	32,466 +71	+0.2%	+$3.4K	0.41%	39
2026 Q1	$1.55M	Buy	32,395 +118	+0.4%	+$5.69K	0.45%	39
2025 Q4	$1.55M	Sell	32,277 -1,651	-5%	-$79.2K	0.45%	38
2025 Q3	$1.64M	Sell	33,928 -50	-0.1%	-$2.41K	0.48%	37
2025 Q2	$1.63M	Buy	33,978 +180	+0.5%	+$8.54K	0.5%	35
2025 Q1	$1.61M	Buy	33,798 +126	+0.4%	+$6K	0.54%	34
2024 Q4	$1.6M	Buy	33,672 +233	+0.7%	+$11.1K	0.53%	34
2024 Q3	$1.61M	Buy	33,439 +156	+0.5%	+$7.45K	0.54%	34
2024 Q2	$1.57M	Sell	33,283 -2	-0%	-$94	0.58%	32
2024 Q1	$1.58M	Sell	33,285 -562	-2%	-$26.8K	0.58%	32
2023 Q4	$1.62M	Buy	33,847 +131	+0.4%	+$6.15K	0.63%	31
2023 Q3	$1.56M	Buy	33,716 +77	+0.2%	+$3.61K	0.66%	31
2023 Q2	$1.58M	Buy	33,639 +67	+0.2%	+$3.15K	0.65%	30
2023 Q1	$1.6M	Buy	33,572 +45	+0.1%	+$2.13K	0.71%	29
2022 Q4	$1.58M	Buy	33,527 +14,834	+79%	+$691K	0.74%	26
2022 Q3	$862K	Buy	+18,693	New	+$882K	0.44%	40

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

FC Advisory's SHM Position: Q2 2026 in Review

FC Advisory increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.22% in Q2 2026, buying an estimated $3.4K and bringing the position to 32,466 shares worth $1.56M. The position accounts for 0.41% of the portfolio, ranked #39.

FC Advisory first reported a position in SHM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

FC Advisory held 32,466 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.56M as of Q2 2026.
FC Advisory bought 71 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.41% of FC Advisory's portfolio in Q2 2026, its #39 holding.
FC Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
FC Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.64M in Q3 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 FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.