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

Independent Financial Group’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 		$325K Sell
6,784
-443
-6% -$21.2K 0.01% 1202
2026
Q1 		$346K Buy
7,227
+443
+7% +$21.3K 0.01% 1099
2025
Q4 		$326K Buy
6,784
+2,129
+46% +$102K 0.01% 1106
2025
Q3 		$224K Buy
+4,655
New +$224K 0.01% 1231

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

Independent Financial Group's SHM Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 6.1% in Q2 2026, selling an estimated $21.2K and leaving 6,784 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1202.

Independent Financial Group first reported a position in SHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Independent Financial Group held 6,784 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $325K as of Q2 2026.
  • Independent Financial Group sold 443 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $21.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1202 holding.
  • Independent Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $346K 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.