Hunter Associates Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Hunter Associates Investment Management’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	$2.1M	Sell	43,800 -1,541	-3%	-$73.8K	0.24%	95
2026 Q1	$2.17M	Sell	45,341 -3,000	-6%	-$145K	0.29%	85
2025 Q4	$2.32M	Sell	48,341 -15,550	-24%	-$746K	0.31%	77
2025 Q3	$3.08M	Sell	63,891 -6,000	-9%	-$289K	0.43%	53
2025 Q2	$3.34M	Sell	69,891 -33,117	-32%	-$1.57M	0.5%	48
2025 Q1	$4.91M	Sell	103,008 -6,799	-6%	-$324K	0.76%	33
2024 Q4	$5.2M	Sell	109,807 -12,000	-10%	-$573K	0.79%	28
2024 Q3	$5.86M	Sell	121,807 -1,800	-1%	-$85.9K	0.91%	25
2024 Q2	$5.83M	Hold	123,607	–	–	0.98%	24
2024 Q1	$5.87M	Hold	123,607	–	–	0.99%	24
2023 Q4	$5.91M	Buy	123,607 +2,700	+2%	+$127K	1.08%	21
2023 Q3	$5.58M	Hold	120,907	–	–	1.14%	23
2023 Q2	$5.69M	Hold	120,907	–	–	1.11%	21
2023 Q1	$5.75M	Hold	120,907	–	–	1.23%	21
2022 Q4	$5.67M	Sell	120,907 -4,000	-3%	-$186K	1.37%	20
2022 Q3	$5.75M	Hold	124,907	–	–	1.49%	16
2022 Q2	$5.9M	Buy	124,907 +15,559	+14%	+$731K	1.46%	17
2022 Q1	$5.17M	Hold	109,348	–	–	1.67%	17
2021 Q4	$5.38M	Sell	109,348 -7,500	-6%	-$369K	1.54%	15
2021 Q3	$5.77M	Hold	116,848	–	–	1.85%	13
2021 Q2	$5.79M	Sell	116,848 -29,358	-20%	-$1.46M	1.8%	16
2021 Q1	$7.25M	Sell	146,206 -1,292	-0.9%	-$64.2K	1.68%	14
2020 Q4	$7.34M	Buy	147,498 +10,900	+8%	+$543K	1.81%	14
2020 Q3	$6.81M	Sell	136,598 -1,300	-0.9%	-$64.9K	1.89%	13
2020 Q2	$6.88M	Buy	+137,898	New	+$6.81M	2.04%	11

Other funds holding SHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hunter Associates Investment Management's SHM Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.4% in Q2 2026, selling an estimated $73.8K and leaving 43,800 shares worth $2.1M. The position accounts for 0.24% of the portfolio, ranked #95.

Hunter Associates Investment Management first reported a position in SHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.34M in Q4 2020. 238 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Hunter Associates Investment Management held 43,800 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.1M as of Q2 2026.
Hunter Associates Investment Management sold 1,541 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $73.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.24% of Hunter Associates Investment Management's portfolio in Q2 2026, its #95 holding.
Hunter Associates Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and has held it in 25 quarters since.
Hunter Associates Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.34M in Q4 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.