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

Foronjy Financial’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 		$1.27M Sell
26,504
-13,813
-34% -$661K 0.47% 37
2026
Q1 		$1.93M Sell
40,317
-2,474
-6% -$119K 0.8% 26
2025
Q4 		$2.05M Buy
42,791
+2,708
+7% +$130K 0.86% 23
2025
Q3 		$1.93M Sell
40,083
-1,224
-3% -$58.9K 0.85% 23
2025
Q2 		$1.98M Buy
+41,307
New +$1.96M 0.92% 24

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Foronjy Financial's SHM Position: Q2 2026 in Review

Foronjy Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 34% in Q2 2026, selling an estimated $661K and leaving 26,504 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #37.

Foronjy Financial first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q4 2025. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Foronjy Financial held 26,504 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.27M as of Q2 2026.
  • Foronjy Financial sold 13,813 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $661K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.47% of Foronjy Financial's portfolio in Q2 2026, its #37 holding.
  • Foronjy Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Foronjy Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.05M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.