Morgan Stanley
SHM icon

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

Morgan Stanley’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
Q1 		$110M Buy
2,304,145
+168,822
+8% +$8.14M 0.01% 1361
2025
Q4 		$102M Sell
2,135,323
-10,996
-0.5% -$528K 0.01% 1428
2025
Q3 		$103M Buy
2,146,319
+7,097
+0.3% +$342K 0.01% 1379
2025
Q2 		$102M Sell
2,139,222
-49,746
-2% -$2.36M 0.01% 1302
2025
Q1 		$104M Sell
2,188,968
-122,669
-5% -$5.84M 0.01% 1230
2024
Q4 		$110M Sell
2,311,637
-3,311,807
-59% -$158M 0.01% 1184
2024
Q3 		$271M Buy
5,623,444
+48,323
+0.9% +$2.31M 0.02% 693
2024
Q2 		$263M Sell
5,575,121
-77,103
-1% -$3.64M 0.02% 674
2024
Q1 		$268M Sell
5,652,224
-5,833,120
-51% -$278M 0.02% 668
2023
Q4 		$549M Buy
11,485,344
+5,632,806
+96% +$264M 0.02% 635
2023
Q3 		$271M Sell
5,852,538
-168,037
-3% -$7.87M 0.03% 590
2023
Q2 		$283M Sell
6,020,575
-2,460,906
-29% -$116M 0.03% 579
2023
Q1 		$403M Buy
8,481,481
+993,878
+13% +$46.9M 0.04% 425
2022
Q4 		$352M Sell
7,487,603
-440,017
-6% -$20.5M 0.04% 462
2022
Q3 		$365M Sell
7,927,620
-684,624
-8% -$32.3M 0.05% 372
2022
Q2 		$407M Sell
8,612,244
-670,130
-7% -$31.5M 0.05% 347
2022
Q1 		$439M Sell
9,282,374
-482,114
-5% -$23.2M 0.06% 299
2021
Q4 		$480M Buy
9,764,488
+142,120
+1% +$7M 0.06% 299
2021
Q3 		$475M Buy
9,622,368
+1,342,382
+16% +$66.6M 0.06% 278
2021
Q2 		$410M Buy
8,279,986
+15,719
+0.2% +$780K 0.05% 313
2021
Q1 		$410M Buy
8,264,267
+625,651
+8% +$31.1M 0.06% 284
2020
Q4 		$380M Buy
7,638,616
+871,692
+13% +$43.4M 0.06% 282
2020
Q3 		$337M Buy
6,766,924
+422
+0% +$21.1K 0.07% 260
2020
Q2 		$337M Buy
6,766,502
+413,196
+7% +$20.4M 0.07% 240
2020
Q1 		$311M Buy
6,353,306
+4,100,927
+182% +$201M 0.08% 207
2019
Q4 		$111M Sell
2,252,379
-45,263
-2% -$2.22M 0.03% 568
2019
Q3 		$113M Buy
2,297,642
+130,683
+6% +$6.42M 0.03% 521
2019
Q2 		$106M Buy
2,166,959
+242,522
+13% +$11.8M 0.03% 543
2019
Q1 		$93.3M Buy
1,924,437
+274,981
+17% +$13.3M 0.03% 562
2018
Q4 		$79.3M Sell
1,649,456
-507,983
-24% -$24.2M 0.02% 614
2018
Q3 		$103M Sell
2,157,439
-32,589
-1% -$1.56M 0.03% 583
2018
Q2 		$105M Sell
2,190,028
-62,760
-3% -$3M 0.03% 557
2018
Q1 		$108M Sell
2,252,788
-71,907
-3% -$3.45M 0.03% 550
2017
Q4 		$111M Buy
2,324,695
+330,988
+17% +$16M 0.03% 544
2017
Q3 		$96.9M Buy
1,993,707
+62,265
+3% +$3.04M 0.03% 572
2017
Q2 		$93.7M Buy
1,931,442
+187,728
+11% +$9.13M 0.03% 581
2017
Q1 		$84.5M Sell
1,743,714
-87,909
-5% -$4.24M 0.03% 640
2016
Q4 		$87.8M Sell
1,831,623
-381,513
-17% -$18.4M 0.03% 593
2016
Q3 		$108M Buy
2,213,136
+5,835
+0.3% +$286K 0.04% 508
2016
Q2 		$108M Sell
2,207,301
-175,513
-7% -$8.59M 0.04% 480
2016
Q1 		$116M Buy
2,382,814
+105,095
+5% +$5.14M 0.04% 433
2015
Q4 		$111M Buy
2,277,719
+21,213
+0.9% +$1.03M 0.04% 448
2015
Q3 		$110M Sell
2,256,506
-97,204
-4% -$4.73M 0.04% 440
2015
Q2 		$114M Sell
2,353,710
-68,146
-3% -$3.3M 0.04% 462
2015
Q1 		$118M Sell
2,421,856
-18,656
-0.8% -$909K 0.04% 442
2014
Q4 		$119M Buy
2,440,512
+99,874
+4% +$4.87M 0.04% 451
2014
Q3 		$114M Buy
2,340,638
+171,892
+8% +$8.38M 0.04% 467
2014
Q2 		$106M Sell
2,168,746
-70,428
-3% -$3.42M 0.04% 495
2014
Q1 		$109M Buy
2,239,174
+134,057
+6% +$6.53M 0.05% 449
2013
Q4 		$102M Buy
2,105,117
+294,843
+16% +$14.3M 0.04% 445
2013
Q3 		$87.7M Buy
1,810,274
+260,200
+17% +$12.5M 0.04% 462
2013
Q2 		$74.1M Buy
+1,550,074
New +$75.2M 0.04% 489

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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley's SHM Position: Q1 2026 in Review

Morgan Stanley increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7.9% in Q1 2026, buying an estimated $8.14M and bringing the position to 2,304,145 shares worth $110M. The position accounts for 0.01% of the portfolio, ranked #1361.

Morgan Stanley first reported a position in SHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $549M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Morgan Stanley held 2,304,145 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $110M as of Q1 2026.
  • Morgan Stanley bought 168,822 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $8.14M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1361 holding.
  • Morgan Stanley first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $549M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.