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 Q3	$956K	Sell	20,496 -6,008	-23%	-$286K	0.34%	48
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

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Foronjy Financial's SHM Position: Q3 2026 in Review

Foronjy Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 23% in Q3 2026, selling an estimated $286K and leaving 20,496 shares worth $956K. The position accounts for 0.34% of the portfolio, ranked #48.

Foronjy Financial first reported a position in SHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 273 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Foronjy Financial held 20,496 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $956K as of Q3 2026.
Foronjy Financial sold 6,008 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $286K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.34% of Foronjy Financial's portfolio in Q3 2026, its #48 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 6 quarters since.
Foronjy Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.05M in Q4 2025.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.