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

HUB Investment Partners’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	$266K	Sell	5,551 -3,905	-41%	-$187K	﹤0.01%	1054
2026 Q1	$452K	Buy	+9,456	New	+$456K	0.01%	610

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

HUB Investment Partners's SHM Position: Q2 2026 in Review

HUB Investment Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 41% in Q2 2026, selling an estimated $187K and leaving 5,551 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

HUB Investment Partners first reported a position in SHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $452K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

HUB Investment Partners held 5,551 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $266K as of Q2 2026.
HUB Investment Partners sold 3,905 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $187K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1054 holding.
HUB Investment Partners 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.
HUB Investment Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $452K 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.