MSFS
SHM icon

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

Main Street Financial Solutions’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
2025
Q4 		$911K Sell
18,990
-2,002
-10% -$96.1K 0.07% 240
2025
Q3 		$1.01M Buy
20,992
+5,482
+35% +$264K 0.06% 251
2025
Q2 		$742K Buy
15,510
+1,001
+7% +$47.5K 0.05% 281
2025
Q1 		$691K Buy
14,509
+5,220
+56% +$249K 0.06% 256
2024
Q4 		$440K Buy
9,289
+2,645
+40% +$126K 0.04% 312
2024
Q3 		$320K Sell
6,644
-10,857
-62% -$518K 0.03% 407
2024
Q2 		$826K Sell
17,501
-6,359
-27% -$300K 0.08% 223
2024
Q1 		$1.13M Buy
23,860
+1,814
+8% +$86.4K 0.12% 156
2023
Q4 		$1.05M Buy
22,046
+282
+1% +$13.2K 0.14% 146
2023
Q3 		$1.01M Buy
21,764
+349
+2% +$16.3K 0.14% 142
2023
Q2 		$1.01M Buy
21,415
+1,270
+6% +$59.8K 0.14% 150
2023
Q1 		$958K Buy
20,145
+597
+3% +$28.2K 0.14% 155
2022
Q4 		$918K Sell
19,548
-2,201
-10% -$102K 0.14% 152
2022
Q3 		$1M Buy
21,749
+9,266
+74% +$437K 0.17% 130
2022
Q2 		$590K Sell
12,483
-11,493
-48% -$540K 0.08% 225
2022
Q1 		$1.14M Buy
23,976
+317
+1% +$15.3K 0.17% 130
2021
Q4 		$1.16M Sell
23,659
-632
-3% -$31.1K 0.16% 134
2021
Q3 		$1.2M Buy
24,291
+1,659
+7% +$82.3K 0.18% 122
2021
Q2 		$1.12M Buy
22,632
+2,183
+11% +$108K 0.18% 123
2021
Q1 		$1.01M Buy
20,449
+3,276
+19% +$163K 0.18% 127
2020
Q4 		$855K Buy
+17,173
New +$855K 0.17% 131

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Main Street Financial Solutions's SHM Position: Q4 2025 in Review

Main Street Financial Solutions reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.5% in Q4 2025, selling an estimated $96.1K and leaving 18,990 shares worth $911K. The position accounts for 0.07% of the portfolio, ranked #240.

Main Street Financial Solutions first reported a position in SHM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.2M in Q3 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

  • Main Street Financial Solutions held 18,990 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $911K as of Q4 2025.
  • Main Street Financial Solutions sold 2,002 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $96.1K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q4 2025, its #240 holding.
  • Main Street Financial Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.2M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.