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

Idaho Trust Bank’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	–	Sell	-10,986	Closed	-$527K	–	104
2025 Q4	$527K	Sell	10,986 -3,877	-26%	-$186K	0.17%	72
2025 Q3	$717K	Sell	14,863 -1,224	-8%	-$58.9K	0.24%	65
2025 Q2	$769K	Sell	16,087 -1,191	-7%	-$56.5K	0.28%	65
2025 Q1	$822K	Hold	17,278	–	–	0.34%	62
2024 Q4	$819K	Sell	17,278 -9,147	-35%	-$437K	0.41%	43
2024 Q3	$1.27M	Buy	26,425 +198	+0.8%	+$9.45K	0.61%	40
2024 Q2	$1.24M	Buy	+26,227	New	+$1.24M	0.63%	39
2024 Q1	–	Sell	-19,060	Closed	-$911K	–	142
2023 Q4	$911K	Sell	19,060 -20,507	-52%	-$962K	0.53%	43
2023 Q3	$1.83M	Sell	39,567 -165	-0.4%	-$7.73K	1.19%	27
2023 Q2	$1.87M	Buy	+39,732	New	+$1.87M	1.17%	28

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Idaho Trust Bank's SHM Position: Q1 2026 in Review

Idaho Trust Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 10,986 shares — an estimated $527K sold.

Idaho Trust Bank first reported a position in SHM in Q2 2023 and held it in 10 quarters. The position peaked at $1.87M in Q2 2023. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Idaho Trust Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Idaho Trust Bank sold 10,986 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $527K.
Idaho Trust Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and held it in 10 quarters.
Idaho Trust Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.87M in Q2 2023.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.