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

Friedenthal 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 		$801K Sell
16,705
-2,449
-13% -$117K 0.37% 85
2026
Q1 		$916K Buy
19,154
+1,366
+8% +$65.8K 0.46% 80
2025
Q4 		$854K Sell
17,788
-174
-1% -$8.35K 0.44% 83
2025
Q3 		$866K Sell
17,962
-424
-2% -$20.4K 0.45% 81
2025
Q2 		$879K Sell
18,386
-290
-2% -$13.8K 0.48% 71
2025
Q1 		$889K Sell
18,676
-899
-5% -$42.8K 0.53% 60
2024
Q4 		$928K Buy
19,575
+109
+0.6% +$5.2K 0.54% 32
2024
Q3 		$937K Buy
19,466
+268
+1% +$12.8K 0.55% 32
2024
Q2 		$906K Buy
19,198
+281
+1% +$13.2K 0.56% 33
2024
Q1 		$897K Buy
18,917
+323
+2% +$15.4K 0.55% 34
2023
Q4 		$889K Sell
18,594
-1,364
-7% -$64K 0.58% 32
2023
Q3 		$923K Sell
19,958
-581
-3% -$27.2K 0.63% 34
2023
Q2 		$966K Buy
20,539
+367
+2% +$17.3K 0.65% 36
2023
Q1 		$959K Sell
20,172
-680
-3% -$32.1K 0.67% 35
2022
Q4 		$980K Sell
20,852
-654
-3% -$30.4K 0.68% 34
2022
Q3 		$991K Buy
21,506
+391
+2% +$18.4K 0.69% 39
2022
Q2 		$998K Sell
21,115
-2,760
-12% -$130K 0.66% 38
2022
Q1 		$1.13M Buy
23,875
+3,105
+15% +$150K 0.67% 33
2021
Q4 		$1.02M Sell
20,770
-1,454
-7% -$71.6K 0.63% 35
2021
Q3 		$1.1M Buy
22,224
+254
+1% +$12.6K 0.65% 32
2021
Q2 		$1.09M Buy
21,970
+1,992
+10% +$98.8K 0.65% 34
2021
Q1 		$990K Sell
19,978
-1,161
-5% -$57.7K 0.73% 30
2020
Q4 		$1.05M Sell
21,139
-6,848
-24% -$341K 0.78% 30
2020
Q3 		$1.4M Sell
27,987
-8,863
-24% -$443K 1.12% 24
2020
Q2 		$1.84M Sell
36,850
-3,949
-10% -$195K 1.58% 18
2020
Q1 		$2M Sell
40,799
-3,103
-7% -$152K 1.9% 20
2019
Q4 		$2.16M Sell
43,902
-63
-0.1% -$3.09K 1.64% 20
2019
Q3 		$2.15M Buy
43,965
+2,459
+6% +$121K 1.69% 17
2019
Q2 		$2.03M Buy
41,506
+4,286
+12% +$208K 1.74% 19
2019
Q1 		$1.8M Buy
37,220
+3,598
+11% +$174K 1.54% 18
2018
Q4 		$1.62M Buy
33,622
+542
+2% +$25.9K 1.51% 16
2018
Q3 		$1.58M Buy
+33,080
New +$1.59M 1.3% 22
2018
Q2 		– Sell
-28,898
Closed -$1.38M – 73
2018
Q1 		$1.38M Buy
28,898
+3,269
+13% +$157K 1.17% 23
2017
Q4 		$1.23M Buy
25,629
+364
+1% +$17.6K 1.08% 29
2017
Q3 		$1.23M Buy
25,265
+126
+0.5% +$6.14K 1.11% 24
2017
Q2 		$1.22M Buy
25,139
+172
+0.7% +$8.36K 1.13% 20
2017
Q1 		$1.21M Buy
24,967
+1,115
+5% +$53.8K 1.12% 22
2016
Q4 		$1.14M Buy
23,852
+1,555
+7% +$75.1K 1.04% 23
2016
Q3 		$1.09M Buy
22,297
+5,283
+31% +$259K 0.95% 24
2016
Q2 		$835K Sell
17,014
-8,768
-34% -$429K 0.72% 24
2016
Q1 		$628K Buy
25,782
+12,891
+100% +$631K 0.58% 21
2015
Q4 		$628K Buy
12,891
+6,363
+97% +$310K 0.57% 21
2015
Q3 		$318K Sell
6,528
-692
-10% -$33.6K 0.29% 27
2015
Q2 		$351K Buy
7,220
+824
+13% +$39.9K 0.3% 34
2015
Q1 		$311K Buy
6,396
+1,014
+19% +$49.4K 0.26% 40
2014
Q4 		$261K Buy
5,382
+151
+3% +$7.36K 0.22% 34
2014
Q3 		$255K Buy
5,231
+428
+9% +$20.9K 0.22% 37
2014
Q2 		$234K Sell
4,803
-98,795
-95% -$4.8M 0.19% 38
2014
Q1 		$8.56M Buy
103,598
+99,441
+2,392% +$4.84M 7.23% 4
2013
Q4 		$202K Buy
+4,157
New +$202K 0.19% 35

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

Friedenthal Financial's SHM Position: Q2 2026 in Review

Friedenthal Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q2 2026, selling an estimated $117K and leaving 16,705 shares worth $801K. The position accounts for 0.37% of the portfolio, ranked #85.

Friedenthal Financial first reported a position in SHM in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.56M in Q1 2014. 174 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Friedenthal Financial held 16,705 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $801K as of Q2 2026.
  • Friedenthal Financial sold 2,449 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $117K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.37% of Friedenthal Financial's portfolio in Q2 2026, its #85 holding.
  • Friedenthal Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Friedenthal Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.56M in Q1 2014.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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