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

Merit Financial Group’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 		$1.68M Sell
35,120
-263
-0.7% -$12.6K 0.01% 831
2026
Q1 		$1.69M Sell
35,383
-902
-2% -$43.5K 0.01% 748
2025
Q4 		$1.74M Buy
36,285
+370
+1% +$17.8K 0.01% 701
2025
Q3 		$1.73M Sell
35,915
-343
-0.9% -$16.5K 0.02% 635
2025
Q2 		$1.73M Buy
36,258
+18,458
+104% +$875K 0.02% 577
2025
Q1 		$847K Buy
17,800
+2,378
+15% +$113K 0.01% 714
2024
Q4 		$731K Buy
15,422
+37
+0.2% +$1.77K 0.01% 593
2024
Q3 		$741K Buy
15,385
+1,661
+12% +$79.3K 0.02% 478
2024
Q2 		$648K Sell
13,724
-78
-0.6% -$3.68K 0.01% 521
2024
Q1 		$651K Buy
13,802
+410
+3% +$19.5K 0.02% 509
2023
Q4 		$640K Sell
13,392
-608
-4% -$28.5K 0.02% 430
2023
Q3 		$647K Buy
14,000
+8,932
+176% +$418K 0.02% 400
2023
Q2 		$238K Sell
5,068
-4,022
-44% -$189K 0.01% 658
2023
Q1 		$432K Sell
9,090
-546
-6% -$25.8K 0.02% 438
2022
Q4 		$453K Buy
+9,636
New +$449K 0.02% 442
2022
Q3 		– Sell
-59,555
Closed -$2.81M – 632
2022
Q2 		$2.81M Buy
+59,555
New +$2.8M 0.09% 145

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Merit Financial Group's SHM Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.74% in Q2 2026, selling an estimated $12.6K and leaving 35,120 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #831.

Merit Financial Group first reported a position in SHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.81M in Q2 2022. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Merit Financial Group held 35,120 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.68M as of Q2 2026.
  • Merit Financial Group sold 263 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $12.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #831 holding.
  • Merit Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.81M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.