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

IFG Advisors’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 		$403K Sell
8,401
-84
-1% -$4.02K 0.06% 111
2026
Q1 		$406K Sell
8,485
-545
-6% -$26.3K 0.07% 105
2025
Q4 		$433K Sell
9,030
-306
-3% -$14.7K 0.07% 96
2025
Q3 		$450K Buy
9,336
+55
+0.6% +$2.65K 0.07% 93
2025
Q2 		$444K Sell
9,281
-744
-7% -$35.3K 0.07% 96
2025
Q1 		$477K Buy
10,025
+37
+0.4% +$1.76K 0.09% 85
2024
Q4 		$473K Buy
9,988
+40
+0.4% +$1.91K 0.09% 86
2024
Q3 		$479K Sell
9,948
-380
-4% -$18.1K 0.1% 77
2024
Q2 		$487K Buy
10,328
+4
+0% +$189 0.12% 75
2024
Q1 		$490K Buy
10,324
+78
+0.8% +$3.71K 0.13% 73
2023
Q4 		$490K Buy
10,246
+22
+0.2% +$1.03K 0.14% 69
2023
Q3 		$473K Buy
10,224
+103
+1% +$4.82K 0.17% 67
2023
Q2 		$476K Sell
10,121
-537
-5% -$25.3K 0.17% 69
2023
Q1 		$507K Buy
10,658
+1,042
+11% +$49.2K 0.2% 61
2022
Q4 		$452K Sell
9,616
-1,305
-12% -$60.7K 0.2% 61
2022
Q3 		$503K Buy
10,921
+302
+3% +$14.2K 0.25% 53
2022
Q2 		$502K Buy
10,619
+2,326
+28% +$109K 0.25% 53
2022
Q1 		$393K Hold
8,293
– – 0.17% 77
2021
Q4 		$408K Buy
8,293
+1,385
+20% +$68.2K 0.17% 72
2021
Q3 		$341K Sell
6,908
-327
-5% -$16.2K 0.16% 76
2021
Q2 		$359K Buy
+7,235
New +$359K 0.17% 76

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

IFG Advisors's SHM Position: Q2 2026 in Review

IFG Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.99% in Q2 2026, selling an estimated $4.02K and leaving 8,401 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #111.

IFG Advisors first reported a position in SHM in Q2 2021 and has held it in 21 quarters since. The position peaked at $507K in Q1 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • IFG Advisors held 8,401 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $403K as of Q2 2026.
  • IFG Advisors sold 84 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.02K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of IFG Advisors's portfolio in Q2 2026, its #111 holding.
  • IFG Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • IFG Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $507K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.