Independence Bank of Kentucky’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Independence Bank of Kentucky’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	$26.1K	Hold	545	–	–	﹤0.01%	445
2026 Q1	$26.1K	Hold	545	–	–	﹤0.01%	467
2025 Q4	$26.2K	Hold	545	–	–	﹤0.01%	473
2025 Q3	$26.3K	Sell	545 -90	-14%	-$4.33K	﹤0.01%	466
2025 Q2	$30.4K	Hold	635	–	–	﹤0.01%	450
2025 Q1	$30.2K	Hold	635	–	–	﹤0.01%	439
2024 Q4	$30.1K	Buy	635 +90	+17%	+$4.3K	﹤0.01%	446
2024 Q3	$26.2K	Hold	545	–	–	0.01%	421
2024 Q2	$25.7K	Hold	545	–	–	0.01%	391
2024 Q1	$25.9K	Hold	545	–	–	0.01%	374
2023 Q4	$26K	Hold	545	–	–	0.01%	358
2023 Q3	$25.2K	Hold	545	–	–	0.01%	338
2023 Q2	$25.6K	Hold	545	–	–	0.01%	332
2023 Q1	$25.9K	Hold	545	–	–	0.01%	309
2022 Q4	$26K	Hold	545	–	–	0.01%	306
2022 Q3	$25K	Hold	545	–	–	0.01%	289
2022 Q2	$26K	Hold	545	–	–	0.01%	297
2022 Q1	$26K	Hold	545	–	–	0.01%	310
2021 Q4	$27K	Hold	545	–	–	0.01%	287
2021 Q3	$27K	Hold	545	–	–	0.01%	289
2021 Q2	$27K	Hold	545	–	–	0.01%	284
2021 Q1	$27K	Hold	545	–	–	0.01%	280
2020 Q4	$27K	Hold	545	–	–	0.01%	271
2020 Q3	$27K	Buy	+545	New	+$27.2K	0.02%	258

Other funds holding SHM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Independence Bank of Kentucky's SHM Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 545 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Independence Bank of Kentucky first reported a position in SHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.4K in Q2 2025. 316 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Independence Bank of Kentucky held 545 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $26.1K as of Q2 2026.
Independence Bank of Kentucky left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #445 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 24 quarters since.
Independence Bank of Kentucky's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $30.4K in Q2 2025.
316 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.