KF
SHM icon

K2 Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

K2 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 		– Sell
-4,156
Closed -$200K – 62
2025
Q4 		$200K Sell
4,156
-24
-0.6% -$1.15K 0.15% 58
2025
Q3 		$201K Sell
4,180
-31
-0.7% -$1.49K 0.16% 58
2025
Q2 		$202K Buy
+4,211
New +$200K 0.18% 59

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

K2 Financial's SHM Position: Q1 2026 in Review

K2 Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 4,156 shares — an estimated $200K sold.

K2 Financial first reported a position in SHM in Q2 2025 and held it in 3 quarters. The position peaked at $202K in Q2 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • K2 Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • K2 Financial sold 4,156 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $200K.
  • K2 Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • K2 Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $202K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on K2 Financial's 13F filing for Q1 2026, filed 29 Apr 2026.