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

IFG Advisory’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 		$548K Buy
+11,421
New +$547K 0.02% 582
2026
Q1 		– Sell
-12,048
Closed -$578K – 777
2025
Q4 		$578K Buy
12,048
+4,370
+57% +$210K 0.03% 473
2025
Q3 		$370K Hold
7,678
– – 0.02% 579
2025
Q2 		$367K Sell
7,678
-2,125
-22% -$101K 0.02% 548
2025
Q1 		$467K Hold
9,803
– – 0.03% 448
2024
Q4 		$465K Buy
+9,803
New +$468K 0.03% 437
2024
Q3 		– Sell
-14,173
Closed -$669K – 571
2024
Q2 		$669K Sell
14,173
-1,417
-9% -$66.8K 0.04% 349
2024
Q1 		$740K Sell
15,590
-2,018
-11% -$96.1K 0.06% 279
2023
Q4 		$841K Buy
17,608
+3,182
+22% +$149K 0.06% 281
2023
Q3 		$667K Sell
14,426
-807
-5% -$37.8K 0.06% 292
2023
Q2 		$717K Buy
15,233
+1,892
+14% +$89.1K 0.06% 242
2023
Q1 		$634K Buy
13,341
+1,205
+10% +$56.9K 0.06% 274
2022
Q4 		$570K Sell
12,136
-12,911
-52% -$601K 0.06% 292
2022
Q3 		$1.15M Buy
25,047
+9,774
+64% +$461K 0.1% 198
2022
Q2 		$721K Sell
15,273
-550
-3% -$25.8K 0.08% 243
2022
Q1 		$748K Sell
15,823
-993
-6% -$47.9K 0.08% 240
2021
Q4 		$827K Buy
16,816
+4,117
+32% +$203K 0.08% 223
2021
Q3 		$627K Buy
12,699
+7,662
+152% +$380K 0.07% 247
2021
Q2 		$249K Buy
5,037
+230
+5% +$11.4K 0.03% 418
2021
Q1 		$238K Buy
+4,807
New +$239K 0.03% 436

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 Advisory's SHM Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 11,421 shares worth $548K. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SHM as recently as Q4 2025.

IFG Advisory first reported a position in SHM in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2022. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • IFG Advisory held 11,421 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $548K as of Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #582 holding.
  • IFG Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • IFG Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.15M in Q3 2022.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.