Fortis Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Fortis Capital Management’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	$273K	Sell	5,699 -4,171	-42%	-$200K	0.03%	193
2026 Q1	$472K	Buy	+9,870	New	+$476K	0.05%	142

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fortis Capital Management's SHM Position: Q2 2026 in Review

Fortis Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 42% in Q2 2026, selling an estimated $200K and leaving 5,699 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #193.

Fortis Capital Management first reported a position in SHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $472K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Fortis Capital Management held 5,699 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $273K as of Q2 2026.
Fortis Capital Management sold 4,171 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $200K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #193 holding.
Fortis Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
Fortis Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $472K in Q1 2026.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.