MIFH
SHM icon

Migdal Insurance & Financial Holdings’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Migdal Insurance & Financial Holdings’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 		$101K Hold
2,100
– – ﹤0.01% 258
2026
Q1 		$100K Hold
2,100
– – ﹤0.01% 243
2025
Q4 		$101K Hold
2,100
– – ﹤0.01% 240
2025
Q3 		$101K Hold
2,100
– – ﹤0.01% 240
2025
Q2 		$100K Hold
2,100
– – ﹤0.01% 230
2025
Q1 		$100K Hold
2,100
– – ﹤0.01% 252
2024
Q4 		$100K Hold
2,100
– – ﹤0.01% 229
2024
Q3 		$101K Hold
2,100
– – ﹤0.01% 234
2024
Q2 		$99K Hold
2,100
– – ﹤0.01% 246
2024
Q1 		$100K Hold
2,100
– – ﹤0.01% 236
2023
Q4 		$100K Hold
2,100
– – ﹤0.01% 267
2023
Q3 		$97K Hold
2,100
– – ﹤0.01% 261
2023
Q2 		$99K Hold
2,100
– – ﹤0.01% 262
2023
Q1 		$100K Hold
2,100
– – ﹤0.01% 316
2022
Q4 		$99K Hold
2,100
– – ﹤0.01% 265
2022
Q3 		$97K Hold
2,100
– – ﹤0.01% 261
2022
Q2 		$99K Hold
2,100
– – ﹤0.01% 307
2022
Q1 		$99K Hold
2,100
– – ﹤0.01% 360
2021
Q4 		$103K Hold
2,100
– – ﹤0.01% 360
2021
Q3 		$104K Hold
2,100
– – ﹤0.01% 347
2021
Q2 		$104K Hold
2,100
– – ﹤0.01% 389
2021
Q1 		$104K Hold
2,100
– – ﹤0.01% 447
2020
Q4 		$105K Hold
2,100
– – ﹤0.01% 386
2020
Q3 		$105K Sell
2,100
-500
-19% -$25K ﹤0.01% 467
2020
Q2 		$130K Buy
+2,600
New +$128K ﹤0.01% 387

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

Migdal Insurance & Financial Holdings's SHM Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 2,100 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Migdal Insurance & Financial Holdings first reported a position in SHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $130K in Q2 2020. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 2,100 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $101K as of Q2 2026.
  • Migdal Insurance & Financial Holdings 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 ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #258 holding.
  • Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Migdal Insurance & Financial Holdings's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $130K in Q2 2020.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.