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

Integrity Financial’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 Q1	$1.96K	Sell	41 -1,506	-97%	-$72.6K	﹤0.01%	274
2025 Q4	$74.2K	Buy	+1,547	New	+$74.2K	0.04%	181

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Integrity Financial's SHM Position: Q1 2026 in Review

Integrity Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 97% in Q1 2026, selling an estimated $72.6K and leaving 41 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Integrity Financial first reported a position in SHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.2K in Q4 2025. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Integrity Financial held 41 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.96K as of Q1 2026.
Integrity Financial sold 1,506 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $72.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Integrity Financial's portfolio in Q1 2026, its #274 holding.
Integrity Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
Integrity Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $74.2K in Q4 2025.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.