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

Financial Strategies Group’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 		$948K Buy
19,842
+241
+1% +$11.5K 0.15% 61
2026
Q1 		$939K Sell
19,601
-196
-1% -$9.45K 0.16% 61
2025
Q4 		$952K Buy
19,797
+1,632
+9% +$78.3K 0.17% 57
2025
Q3 		$870K Sell
18,165
-1,018
-5% -$49K 0.17% 54
2025
Q2 		$919K Sell
19,183
-56
-0.3% -$2.66K 0.19% 47
2025
Q1 		$907K Sell
19,239
-154
-0.8% -$7.33K 0.21% 47
2024
Q4 		$919K Buy
19,393
+556
+3% +$26.5K 0.22% 44
2024
Q3 		$903K Sell
18,837
-116
-0.6% -$5.54K 0.21% 44
2024
Q2 		$895K Buy
18,953
+288
+2% +$13.6K 0.23% 44
2024
Q1 		$882K Buy
18,665
+509
+3% +$24.2K 0.24% 44
2023
Q4 		$862K Sell
18,156
-101
-0.6% -$4.74K 0.25% 41
2023
Q3 		$845K Buy
18,257
+3,547
+24% +$166K 0.27% 43
2023
Q2 		$692K Sell
14,710
-685
-4% -$32.3K 0.22% 45
2023
Q1 		$732K Buy
15,395
+3,434
+29% +$162K 0.28% 45
2022
Q4 		$562K Buy
11,961
+6,788
+131% +$316K 0.23% 51
2022
Q3 		$238K Sell
5,173
-124
-2% -$5.85K 0.11% 73
2022
Q2 		$250K Sell
5,297
-5,077
-49% -$238K 0.1% 76
2022
Q1 		$491K Buy
+10,374
New +$500K 0.2% 57

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Financial Strategies Group's SHM Position: Q2 2026 in Review

Financial Strategies Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 19,842 shares worth $948K. The position accounts for 0.15% of the portfolio, ranked #61.

Financial Strategies Group first reported a position in SHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $952K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Financial Strategies Group held 19,842 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $948K as of Q2 2026.
  • Financial Strategies Group bought 241 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $11.5K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Financial Strategies Group's portfolio in Q2 2026, its #61 holding.
  • Financial Strategies Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Strategies Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $952K in Q4 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 Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.