FUBT
SHM icon

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

First United 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
Q2 		$37.2K Hold
775
– – 0.01% 265
2026
Q1 		$37.1K Hold
775
– – 0.01% 253
2025
Q4 		$37.2K Hold
775
– – 0.01% 251
2025
Q3 		$37.4K Sell
775
-200
-21% -$9.63K 0.01% 254
2025
Q2 		$46.6K Buy
975
+50
+5% +$2.37K 0.02% 226
2025
Q1 		$44K Hold
925
– – 0.02% 239
2024
Q4 		$43.8K Hold
925
– – 0.02% 234
2024
Q3 		$44.5K Hold
925
– – 0.02% 233
2024
Q2 		$43.7K Sell
925
-250
-21% -$11.8K 0.02% 237
2024
Q1 		$55.7K Sell
1,175
-2,710
-70% -$129K 0.02% 227
2023
Q4 		$186K Sell
3,885
-695
-15% -$32.6K 0.07% 154
2023
Q3 		$212K Hold
4,580
– – 0.1% 134
2023
Q2 		$215K Sell
4,580
-1,340
-23% -$63.1K 0.1% 138
2023
Q1 		$281K Hold
5,920
– – 0.13% 124
2022
Q4 		$278K Sell
5,920
-1,000
-14% -$46.6K 0.14% 120
2022
Q3 		$319K Sell
6,920
-50
-0.7% -$2.36K 0.16% 117
2022
Q2 		$329K Buy
6,970
+1,550
+29% +$72.8K 0.15% 116
2022
Q1 		$256K Buy
5,420
+1,100
+25% +$53K 0.1% 146
2021
Q4 		$212K Sell
4,320
-605
-12% -$29.8K 0.08% 160
2021
Q3 		$243K Sell
4,925
-3,700
-43% -$183K 0.1% 150
2021
Q2 		$427K Sell
8,625
-565
-6% -$28K 0.18% 111
2021
Q1 		$455K Buy
9,190
+2,250
+32% +$112K 0.19% 101
2020
Q4 		$346K Sell
6,940
-5,785
-45% -$288K 0.17% 102
2020
Q3 		$634K Sell
12,725
-2,185
-15% -$109K 0.36% 77
2020
Q2 		$743K Buy
14,910
+275
+2% +$13.6K 0.44% 71
2020
Q1 		$716K Sell
14,635
-500
-3% -$24.5K 0.51% 66
2019
Q4 		$743K Buy
15,135
+960
+7% +$47.1K 0.43% 72
2019
Q3 		$694K Buy
14,175
+410
+3% +$20.1K 0.44% 71
2019
Q2 		$674K Sell
13,765
-50
-0.4% -$2.43K 0.4% 74
2019
Q1 		$670K Sell
13,815
-160
-1% -$7.73K 0.41% 76
2018
Q4 		$672K Sell
13,975
-610
-4% -$29.1K 0.47% 68
2018
Q3 		$695K Sell
14,585
-190
-1% -$9.11K 0.44% 74
2018
Q2 		$709K Buy
14,775
+100
+0.7% +$4.78K 0.47% 68
2018
Q1 		$702K Buy
14,675
+3,370
+30% +$162K 0.46% 68
2017
Q4 		$542K Buy
11,305
+780
+7% +$37.7K 0.35% 79
2017
Q3 		$511K Buy
10,525
+3,855
+58% +$188K 0.34% 76
2017
Q2 		$323K Buy
6,670
+320
+5% +$15.6K 0.22% 93
2017
Q1 		$308K Sell
6,350
-10
-0.2% -$483 0.22% 96
2016
Q4 		$305K Buy
6,360
+550
+9% +$26.6K 0.23% 93
2016
Q3 		$284K Buy
5,810
+985
+20% +$48.3K 0.23% 83
2016
Q2 		$237K Buy
+4,825
New +$236K 0.21% 87

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

First United Bank & Trust's SHM Position: Q2 2026 in Review

First United Bank & Trust held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 775 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #265.

First United Bank & Trust first reported a position in SHM in Q2 2016 and has held it in 41 quarters since. The position peaked at $743K in Q2 2020. 131 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • First United Bank & Trust held 775 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $37.2K as of Q2 2026.
  • First United Bank & Trust left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #265 holding.
  • First United Bank & Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 41 quarters since.
  • First United Bank & Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $743K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.