Flagship Harbor Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Flagship Harbor Advisors’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	-1,400	Closed	-$67.2K	–	1932
2025 Q4	$67.2K	Buy	+1,400	New	+$67.2K	﹤0.01%	984
2021 Q2	–	Sell	-4,413	Closed	-$219K	–	678
2021 Q1	$219K	Sell	4,413 -1,959	-31%	-$97.3K	0.02%	579
2020 Q4	$317K	Buy	6,372 +5,984	+1,542%	+$298K	0.04%	409
2020 Q3	$19K	Sell	388 -315	-45%	-$15.7K	﹤0.01%	1162
2020 Q2	$35K	Sell	703 -399	-36%	-$19.7K	0.01%	956
2020 Q1	$54K	Buy	1,102 +676	+159%	+$33.1K	0.01%	736
2019 Q4	$21K	Buy	426 +290	+213%	+$14.2K	﹤0.01%	1106
2019 Q3	$6K	Hold	136	–	–	﹤0.01%	1447
2019 Q2	$6K	Sell	136 -110	-45%	-$5.35K	﹤0.01%	1458
2019 Q1	$11K	Hold	246	–	–	﹤0.01%	1276
2018 Q4	$11K	Hold	246	–	–	﹤0.01%	1204
2018 Q3	$12K	Hold	246	–	–	﹤0.01%	1342
2018 Q2	$11K	Buy	+246	New	+$11.8K	﹤0.01%	1343

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

Flagship Harbor Advisors's SHM Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 1,400 shares — an estimated $67.2K sold.

Flagship Harbor Advisors first reported a position in SHM in Q2 2018 and held it in 13 quarters. The position peaked at $317K in Q4 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Flagship Harbor Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,400 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $67.2K.
Flagship Harbor Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and held it in 13 quarters.
Flagship Harbor Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $317K in Q4 2020.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.