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

GenTrust’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
2021
Q1 		– Sell
-158,197
Closed -$7.88M – 178
2020
Q4 		$7.88M Buy
+158,197
New +$7.88M 0.69% 31

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

GenTrust's SHM Position: Q2 2026 in Review

GenTrust reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 49% in Q2 2026, selling an estimated $3.05M and leaving 66,883 shares worth $3.21M. The position accounts for 0.12% of the portfolio, ranked #74.

GenTrust first reported a position in SHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.1M in Q2 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • GenTrust held 66,883 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.21M as of Q2 2026.
  • GenTrust sold 63,712 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.05M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of GenTrust's portfolio in Q2 2026, its #74 holding.
  • GenTrust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • GenTrust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $29.1M in Q2 2020.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.