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

NBC Securities’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	$25.4K	Buy	530 +2	+0.4%	+$96	﹤0.01%	1548
2026 Q1	$25.3K	Sell	528 -69	-12%	-$3.33K	﹤0.01%	1610
2025 Q4	$28.7K	Sell	597 -19	-3%	-$912	﹤0.01%	1599
2025 Q3	$29.7K	Sell	616 -99	-14%	-$4.76K	﹤0.01%	1550
2025 Q2	$34K	Buy	715 +2	+0.3%	+$95	﹤0.01%	1480
2025 Q1	$33K	Buy	+713	New	+$34K	﹤0.01%	1299
2024 Q4	–	Sell	-709	Closed	-$34K	–	1932
2024 Q3	$34K	Buy	709 +2	+0.3%	+$95	﹤0.01%	1305
2024 Q2	$33K	Buy	707 +1	+0.1%	+$47	﹤0.01%	1268
2024 Q1	$33K	Sell	706 -21	-3%	-$1K	﹤0.01%	1269
2023 Q4	$34K	Sell	727 -480	-40%	-$22.5K	﹤0.01%	1252
2023 Q3	$55K	Buy	+1,207	New	+$56.5K	0.01%	1099

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

NBC Securities's SHM Position: Q2 2026 in Review

NBC Securities increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.38% in Q2 2026, buying an estimated $96 and bringing the position to 530 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

NBC Securities first reported a position in SHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $55K in Q3 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

NBC Securities held 530 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $25.4K as of Q2 2026.
NBC Securities bought 2 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $96.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1548 holding.
NBC Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $55K in Q3 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.