L. Roy Papp & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

L. Roy Papp & Associates’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	$340K	Hold	7,080	–	–	0.04%	156
2026 Q1	$339K	Hold	7,080	–	–	0.04%	147
2025 Q4	$340K	Buy	+7,080	New	+$340K	0.04%	148

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

L. Roy Papp & Associates's SHM Position: Q2 2026 in Review

L. Roy Papp & Associates held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 7,080 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #156.

L. Roy Papp & Associates first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

L. Roy Papp & Associates held 7,080 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $340K as of Q2 2026.
L. Roy Papp & Associates 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 L. Roy Papp & Associates's portfolio in Q2 2026, its #156 holding.
L. Roy Papp & Associates 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.
L. Roy Papp & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $340K 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 L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.