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

Mullooly Asset 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 Q2	$217K	Buy	4,528 +30	+0.7%	+$1.44K	0.07%	56
2026 Q1	$215K	Buy	4,498 +20	+0.4%	+$964	0.08%	48
2025 Q4	$215K	Buy	4,478 +40	+0.9%	+$1.92K	0.08%	49
2025 Q3	$214K	Buy	4,438 +29	+0.7%	+$1.4K	0.08%	49
2025 Q2	$211K	Buy	4,409 +28	+0.6%	+$1.33K	0.09%	46
2025 Q1	$209K	Buy	+4,381	New	+$209K	0.09%	46

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

Mullooly Asset Management's SHM Position: Q2 2026 in Review

Mullooly Asset Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.67% in Q2 2026, buying an estimated $1.44K and bringing the position to 4,528 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #56.

Mullooly Asset Management first reported a position in SHM in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Mullooly Asset Management held 4,528 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $217K as of Q2 2026.
Mullooly Asset Management bought 30 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.44K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.07% of Mullooly Asset Management's portfolio in Q2 2026, its #56 holding.
Mullooly Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.