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

Mariner’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	$2.16M	Sell	44,972 -2,457	-5%	-$118K	﹤0.01%	1451
2026 Q1	$2.27M	Buy	47,429 +996	+2%	+$48K	﹤0.01%	1466
2025 Q4	$2.23M	Sell	46,433 -9,354	-17%	-$449K	﹤0.01%	1436
2025 Q3	$2.69M	Buy	55,787 +5,029	+10%	+$242K	﹤0.01%	1252
2025 Q2	$2.43M	Sell	50,758 -812	-2%	-$38.5K	﹤0.01%	1220
2025 Q1	$2.45M	Buy	51,570 +5,259	+11%	+$250K	﹤0.01%	1124
2024 Q4	$2.19M	Sell	46,311 -4,827	-9%	-$230K	﹤0.01%	1167
2024 Q3	$2.46M	Sell	51,138 -48,441	-49%	-$2.31M	﹤0.01%	1092
2024 Q2	$4.7M	Sell	99,579 -28,564	-22%	-$1.35M	0.01%	756
2024 Q1	$6.08M	Sell	128,143 -10,451	-8%	-$498K	0.01%	658
2023 Q4	$6.62M	Sell	138,594 -13,550	-9%	-$636K	0.02%	594
2023 Q3	$7.03M	Buy	152,144 +72,368	+91%	+$3.39M	0.02%	538
2023 Q2	$3.75M	Buy	79,776 +5,166	+7%	+$243K	0.01%	742
2023 Q1	$3.55M	Sell	74,610 -1,614	-2%	-$76.2K	0.01%	739
2022 Q4	$3.58M	Buy	76,224 +27,596	+57%	+$1.28M	0.01%	718
2022 Q3	$2.24M	Sell	48,628 -12,449	-20%	-$587K	0.01%	731
2022 Q2	$2.89M	Buy	61,077 +2,611	+4%	+$123K	0.01%	616
2022 Q1	$2.77M	Sell	58,466 -29,067	-33%	-$1.4M	0.01%	643
2021 Q4	$4.3M	Sell	87,533 -11,863	-12%	-$584K	0.02%	468
2021 Q3	$4.91M	Buy	99,396 +52,425	+112%	+$2.6M	0.03%	365
2021 Q2	$2.33M	Buy	46,971 +11,143	+31%	+$553K	0.01%	458
2021 Q1	$1.78M	Buy	35,828 +4,438	+14%	+$220K	0.01%	480
2020 Q4	$1.56M	Buy	31,390 +4,725	+18%	+$235K	0.01%	475
2020 Q3	$1.33M	Buy	+26,665	New	+$1.33M	0.01%	445
2019 Q4	–	Sell	-88,831	Closed	-$4.35M	–	715
2019 Q3	$4.35M	Buy	88,831 +2,194	+3%	+$108K	0.05%	257
2019 Q2	$4.24M	Sell	86,637 -1,101	-1%	-$53.5K	0.05%	264
2019 Q1	$4.25M	Sell	87,738 -3,578	-4%	-$173K	0.06%	259
2018 Q4	$4.39M	Buy	91,316 +86,294	+1,718%	+$4.12M	0.08%	218
2018 Q3	$239K	Buy	5,022 +200	+4%	+$9.59K	0.01%	722
2018 Q2	$231K	Buy	+4,822	New	+$230K	0.01%	712

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

Mariner's SHM Position: Q2 2026 in Review

Mariner reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.2% in Q2 2026, selling an estimated $118K and leaving 44,972 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Mariner first reported a position in SHM in Q2 2018 and has held it in 30 quarters since. The position peaked at $7.03M in Q3 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Mariner held 44,972 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.16M as of Q2 2026.
Mariner sold 2,457 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $118K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1451 holding.
Mariner first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2018 and has held it in 30 quarters since.
Mariner's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.03M in Q3 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.