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

Moseley Investment Management’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 		$382K Sell
7,980
-1
-0% -$48 0.12% 105
2025
Q4 		$383K Sell
7,981
-299
-4% -$14.4K 0.12% 109
2025
Q3 		$399K Sell
8,280
-790
-9% -$38K 0.12% 114
2025
Q2 		$434K Sell
9,070
-987
-10% -$46.8K 0.15% 102
2025
Q1 		$479K Sell
10,057
-849
-8% -$40.4K 0.19% 94
2024
Q4 		$517K Buy
10,906
+441
+4% +$21.1K 0.2% 89
2024
Q3 		$504K Sell
10,465
-304
-3% -$14.5K 0.2% 91
2024
Q2 		$508K Sell
10,769
-3,055
-22% -$144K 0.24% 81
2024
Q1 		$656K Sell
13,824
-2,658
-16% -$127K 0.33% 72
2023
Q4 		$788K Sell
16,482
-15,199
-48% -$713K 0.44% 56
2023
Q3 		$1.46M Sell
31,681
-2,321
-7% -$109K 0.88% 29
2023
Q2 		$1.6M Sell
34,002
-5,437
-14% -$256K 0.93% 26
2023
Q1 		$1.88M Sell
39,439
-4,532
-10% -$214K 1.22% 21
2022
Q4 		$2.07M Sell
43,971
-5,325
-11% -$248K 1.48% 19
2022
Q3 		$2.27M Buy
49,296
+5,168
+12% +$244K 1.67% 14
2022
Q2 		$2.08M Sell
44,128
-8,985
-17% -$422K 1.46% 16
2022
Q1 		$2.51M Buy
53,113
+330
+0.6% +$15.9K 1.36% 18
2021
Q4 		$2.6M Sell
52,783
-1,488
-3% -$73.3K 1.18% 23
2021
Q3 		$2.68M Buy
54,271
+5,368
+11% +$266K 1.34% 17
2021
Q2 		$2.42M Buy
48,903
+3,828
+8% +$190K 1.19% 22
2021
Q1 		$2.23M Sell
45,075
-838
-2% -$41.6K 1.24% 16
2020
Q4 		$2.29M Buy
45,913
+10,019
+28% +$499K 1.33% 14
2020
Q3 		$1.79M Buy
35,894
+568
+2% +$28.4K 1.27% 17
2020
Q2 		$1.76M Sell
35,326
-3,038
-8% -$150K 1.46% 13
2020
Q1 		$1.88M Buy
38,364
+12,564
+49% +$614K 2.2% 9
2019
Q4 		$1.27M Sell
25,800
-6,218
-19% -$305K 1.24% 25
2019
Q3 		$1.57M Buy
32,018
+1,934
+6% +$95K 1.65% 14
2019
Q2 		$1.47M Buy
30,084
+7,141
+31% +$347K 1.37% 18
2019
Q1 		$1.11M Buy
+22,943
New +$1.11M 1.16% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Moseley Investment Management's SHM Position: Q1 2026 in Review

Moseley Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.01% in Q1 2026, selling an estimated $48 and leaving 7,980 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #105.

Moseley Investment Management first reported a position in SHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.68M in Q3 2021. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Moseley Investment Management held 7,980 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $382K as of Q1 2026.
  • Moseley Investment Management sold 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q1 2026, an estimated $48.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Moseley Investment Management's portfolio in Q1 2026, its #105 holding.
  • Moseley Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.68M in Q3 2021.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.