First Affirmative Financial Network’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Affirmative Financial Network’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	$725K	Buy	+15,156	New	+$730K	0.28%	77
2025 Q3	$671K	Buy	13,917 +5	+0%	+$241	0.32%	68
2025 Q2	$665K	Sell	13,912 -592	-4%	-$28.1K	0.34%	67
2025 Q1	$690K	Buy	14,504 +559	+4%	+$26.6K	0.42%	56
2024 Q4	$661K	Sell	13,945 -534	-4%	-$25.5K	0.38%	63
2024 Q3	$697K	Buy	14,479 +493	+4%	+$23.5K	0.38%	65
2024 Q2	$660K	Buy	13,986 +341	+2%	+$16.1K	0.46%	45
2024 Q1	$647K	Buy	13,645 +161	+1%	+$7.67K	0.48%	46
2023 Q4	$644K	Buy	13,484 +103	+0.8%	+$4.83K	0.51%	37
2023 Q3	$619K	Sell	13,381 -488	-4%	-$22.9K	0.61%	33
2023 Q2	$653K	Sell	13,869 -362	-3%	-$17K	0.65%	32
2023 Q1	$677K	Sell	14,231 -794	-5%	-$37.5K	0.78%	18
2022 Q4	$706K	Sell	15,025 -1,928	-11%	-$89.8K	0.85%	12
2022 Q3	$781K	Sell	16,953 -4,364	-20%	-$206K	0.99%	14
2022 Q2	$1.01M	Sell	21,317 -652	-3%	-$30.6K	1.14%	12
2022 Q1	$1.04M	Buy	21,969 +568	+3%	+$27.4K	1%	15
2021 Q4	$1.05M	Sell	21,401 -323	-1%	-$15.9K	0.96%	15
2021 Q3	$1.07M	Buy	+21,724	New	+$1.08M	1.1%	12

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

First Affirmative Financial Network's SHM Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 15,156 shares worth $725K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SHM as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SHM in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q3 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

First Affirmative Financial Network held 15,156 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $725K as of Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.28% of First Affirmative Financial Network's portfolio in Q1 2026, its #77 holding.
First Affirmative Financial Network first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.07M in Q3 2021.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.