First Citizens Bank & Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

First Citizens Bank & Trust’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	–	Sell	-18,350	Closed	-$881K	–	670
2025 Q4	$881K	Buy	+18,350	New	+$881K	0.02%	311
2022 Q2	–	Sell	-9,990	Closed	-$473K	–	440
2022 Q1	$473K	Hold	9,990	–	–	0.02%	228
2021 Q4	$491K	Hold	9,990	–	–	0.02%	226
2021 Q3	$494K	Hold	9,990	–	–	0.02%	216
2021 Q2	$495K	Hold	9,990	–	–	0.02%	207
2021 Q1	$495K	Hold	9,990	–	–	0.02%	215
2020 Q4	$497K	Buy	+9,990	New	+$497K	0.03%	207
2020 Q3	–	Sell	-9,990	Closed	-$498K	–	414
2020 Q2	$498K	Sell	9,990 -2,285	-19%	-$113K	0.04%	214
2020 Q1	$601K	Buy	12,275 +2,200	+22%	+$108K	0.07%	186
2019 Q4	$495K	Hold	10,075	–	–	0.05%	216
2019 Q3	$494K	Hold	10,075	–	–	0.06%	229
2019 Q2	$493K	Hold	10,075	–	–	0.05%	265
2019 Q1	$488K	Buy	+10,075	New	+$487K	0.05%	257

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

First Citizens Bank & Trust's SHM Position: Q1 2026 in Review

First Citizens Bank & Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 18,350 shares — an estimated $881K sold.

First Citizens Bank & Trust first reported a position in SHM in Q1 2019 and held it in 13 quarters. The position peaked at $881K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

First Citizens Bank & Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 18,350 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $881K.
First Citizens Bank & Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and held it in 13 quarters.
First Citizens Bank & Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $881K in Q4 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on First Citizens Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.