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

INVST’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	$464K	Buy	+9,683	New	+$463K	0.05%	267

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

INVST's SHM Position: Q2 2026 in Review

INVST opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 9,683 shares worth $464K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings.

396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

INVST held 9,683 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $464K as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new INVST position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of INVST's portfolio in Q2 2026, its #267 holding.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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