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

Horizon Family Wealth’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	$1.97M	Sell	41,058 -10,004	-20%	-$479K	0.9%	29
2026 Q1	$2.44M	Buy	51,062 +6,989	+16%	+$337K	1.29%	22
2025 Q4	$2.12M	Sell	44,073 -2,232	-5%	-$107K	1.13%	24
2025 Q3	$2.23M	Buy	46,305 +854	+2%	+$41.1K	1.28%	20
2025 Q2	$2.17M	Sell	45,451 -31,752	-41%	-$1.51M	1.33%	18
2025 Q1	$3.67M	Buy	77,203 +27,885	+57%	+$1.33M	2.45%	12
2024 Q4	$2.34M	Buy	49,318 +2,822	+6%	+$135K	1.55%	14
2024 Q3	$2.24M	Buy	46,496 +956	+2%	+$45.6K	1.6%	14
2024 Q2	$2.15M	Buy	45,540 +27,636	+154%	+$1.3M	1.64%	12
2024 Q1	$849K	Buy	+17,904	New	+$853K	0.65%	27

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

Horizon Family Wealth's SHM Position: Q2 2026 in Review

Horizon Family Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 20% in Q2 2026, selling an estimated $479K and leaving 41,058 shares worth $1.97M. The position accounts for 0.9% of the portfolio, ranked #29.

Horizon Family Wealth first reported a position in SHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q1 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Horizon Family Wealth held 41,058 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.97M as of Q2 2026.
Horizon Family Wealth sold 10,004 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $479K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.9% of Horizon Family Wealth's portfolio in Q2 2026, its #29 holding.
Horizon Family Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Family Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.67M in Q1 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.