Morton Brown Family Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Morton Brown Family Wealth’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	$7.82K	Hold	163	–	–	﹤0.01%	212
2026 Q1	$7.8K	Hold	163	–	–	﹤0.01%	209
2025 Q4	$7.82K	Hold	163	–	–	﹤0.01%	209
2025 Q3	$7.86K	Hold	163	–	–	﹤0.01%	201
2025 Q2	$7.8K	Sell	163 -11	-6%	-$522	﹤0.01%	208
2025 Q1	$8.28K	Hold	174	–	–	﹤0.01%	205
2024 Q4	$8.25K	Hold	174	–	–	﹤0.01%	185
2024 Q3	$8.38K	Sell	174 -486	-74%	-$23.2K	﹤0.01%	175
2024 Q2	$31.3K	Hold	660	–	–	0.01%	109
2024 Q1	$31.3K	Sell	660 -106	-14%	-$5.05K	0.01%	108
2023 Q4	$36.6K	Buy	766 +229	+43%	+$10.7K	0.02%	116
2023 Q3	$24.8K	Sell	537 -3,343	-86%	-$157K	0.01%	105
2023 Q2	$183K	Sell	3,880 -55	-1%	-$2.59K	0.1%	46
2023 Q1	$187K	Sell	3,935 -350	-8%	-$16.5K	0.11%	46
2022 Q4	$201K	Sell	4,285 -1,349	-24%	-$62.8K	0.14%	44
2022 Q3	$260K	Sell	5,634 -6,494	-54%	-$306K	0.21%	34
2022 Q2	$573K	Sell	12,128 -85	-0.7%	-$3.99K	0.44%	28
2022 Q1	$578K	Sell	12,213 -2,951	-19%	-$142K	0.44%	29
2021 Q4	$746K	Buy	+15,164	New	+$747K	0.57%	27

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

Morton Brown Family Wealth's SHM Position: Q2 2026 in Review

Morton Brown Family Wealth held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 163 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Morton Brown Family Wealth first reported a position in SHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $746K in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Morton Brown Family Wealth held 163 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $7.82K as of Q2 2026.
Morton Brown Family Wealth 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 Morton Brown Family Wealth's portfolio in Q2 2026, its #212 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $746K in Q4 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.