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

Jones Financial Companies’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	$1.22M	Buy	25,405 +6,113	+32%	+$293K	﹤0.01%	1794
2026 Q1	$922K	Buy	19,292 +7,909	+69%	+$381K	﹤0.01%	1753
2025 Q4	$546K	Sell	11,383 -1,710	-13%	-$82.1K	﹤0.01%	1487
2025 Q3	$631K	Buy	13,093 +2,987	+30%	+$144K	﹤0.01%	1300
2025 Q2	$483K	Sell	10,106 -5,012	-33%	-$238K	﹤0.01%	1284
2025 Q1	$719K	Buy	15,118 +6,977	+86%	+$332K	﹤0.01%	982
2024 Q4	$386K	Buy	8,141 +2,785	+52%	+$133K	﹤0.01%	1097
2024 Q3	$258K	Buy	5,356 +1,927	+56%	+$92K	﹤0.01%	1057
2024 Q2	$162K	Buy	+3,429	New	+$162K	﹤0.01%	898

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

Jones Financial Companies's SHM Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 32% in Q2 2026, buying an estimated $293K and bringing the position to 25,405 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Jones Financial Companies first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Jones Financial Companies held 25,405 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.22M as of Q2 2026.
Jones Financial Companies bought 6,113 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $293K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1794 holding.
Jones Financial Companies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.