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

Harbour Investments’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
Q1 		$101K Buy
2,121
+53
+3% +$2.55K ﹤0.01% 1931
2025
Q4 		$99.2K Buy
2,068
+14
+0.7% +$672 ﹤0.01% 1637
2025
Q3 		$99K Sell
2,054
-1
-0% -$48 ﹤0.01% 1580
2025
Q2 		$98.3K Sell
2,055
-197
-9% -$9.34K ﹤0.01% 1517
2025
Q1 		$107K Sell
2,252
-819
-27% -$39K ﹤0.01% 1398
2024
Q4 		$146K Buy
3,071
+12
+0.4% +$573 ﹤0.01% 1181
2024
Q3 		$147K Buy
3,059
+8
+0.3% +$382 ﹤0.01% 1147
2024
Q2 		$144K Buy
3,051
+28
+0.9% +$1.32K ﹤0.01% 1074
2024
Q1 		$143K Buy
3,023
+384
+15% +$18.3K 0.01% 1053
2023
Q4 		$126K Sell
2,639
-245
-8% -$11.5K 0.01% 1048
2023
Q3 		$133K Buy
2,884
+5
+0.2% +$234 0.01% 936
2023
Q2 		$135K Sell
2,879
-21
-0.7% -$989 0.01% 933
2023
Q1 		$138K Sell
2,900
-65
-2% -$3.07K 0.01% 911
2022
Q4 		$139K Buy
2,965
+392
+15% +$18.2K 0.01% 874
2022
Q3 		$122K Hold
2,573
– – 0.01% 888
2022
Q2 		$122K Buy
+2,573
New +$121K 0.01% 888
2021
Q4 		$241K Sell
4,898
-358
-7% -$17.6K 0.01% 652
2021
Q3 		$260K Sell
5,256
-1,024
-16% -$50.8K 0.01% 894
2021
Q2 		$311K Sell
6,280
-233
-4% -$11.6K 0.01% 859
2021
Q1 		$323K Buy
+6,513
New +$324K 0.01% 773

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Harbour Investments's SHM Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.6% in Q1 2026, buying an estimated $2.55K and bringing the position to 2,121 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Harbour Investments first reported a position in SHM in Q1 2021 and has held it in 20 quarters since. The position peaked at $323K in Q1 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Harbour Investments held 2,121 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $101K as of Q1 2026.
  • Harbour Investments bought 53 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $2.55K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1931 holding.
  • Harbour Investments first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $323K in Q1 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.