Independent Advisor Alliance’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Independent Advisor Alliance’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	$2.24M	Sell	46,698 -68,294	-59%	-$3.27M	0.05%	256
2026 Q1	$5.5M	Buy	114,992 +72,564	+171%	+$3.5M	0.06%	296
2025 Q4	$2.04M	Buy	42,428 +1,707	+4%	+$81.9K	0.05%	304
2025 Q3	$1.96M	Buy	40,721 +7,536	+23%	+$363K	0.05%	301
2025 Q2	$1.59M	Buy	+33,185	New	+$1.57M	0.05%	324
2025 Q1	–	Sell	-77,777	Closed	-$3.69M	–	1270
2024 Q4	$3.69M	Buy	+77,777	New	+$3.71M	0.05%	343
2020 Q1	–	Sell	-19,094	Closed	-$938K	–	786
2019 Q4	$938K	Buy	+19,094	New	+$936K	0.04%	384

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Independent Advisor Alliance's SHM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 59% in Q2 2026, selling an estimated $3.27M and leaving 46,698 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #256.

Independent Advisor Alliance first reported a position in SHM in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.5M in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Independent Advisor Alliance held 46,698 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.24M as of Q2 2026.
Independent Advisor Alliance sold 68,294 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.27M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #256 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.5M in Q1 2026.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.