Kesler Norman & Wride’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kesler Norman & Wride’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	$223K	Hold	4,650	–	–	0.04%	259
2026 Q1	$222K	Hold	4,650	–	–	0.04%	241
2025 Q4	$223K	Buy	+4,650	New	+$223K	0.04%	228

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

Kesler Norman & Wride's SHM Position: Q2 2026 in Review

Kesler Norman & Wride held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 4,650 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #259.

Kesler Norman & Wride first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Kesler Norman & Wride held 4,650 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $223K as of Q2 2026.
Kesler Norman & Wride left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #259 holding.
Kesler Norman & Wride first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Kesler Norman & Wride's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $223K in Q4 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.