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

NBT Bank’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 Q3	–	Sell	-500	Closed	-$24K	–	944
2026 Q2	$24K	Hold	500	–	–	﹤0.01%	617
2026 Q1	$23.9K	Hold	500	–	–	﹤0.01%	584
2025 Q4	$24K	Hold	500	–	–	﹤0.01%	582
2025 Q3	$24.1K	Sell	500 -14	-3%	-$674	﹤0.01%	578
2025 Q2	$24.6K	Hold	514	–	–	﹤0.01%	571
2025 Q1	$24.5K	Hold	514	–	–	﹤0.01%	571
2024 Q4	$24.4K	Sell	514 -3,350	-87%	-$160K	﹤0.01%	579
2024 Q3	$186K	Buy	+3,864	New	+$184K	0.01%	383

Other funds holding SHM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

NBT Bank's SHM Position: Q3 2026 in Review

NBT Bank sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026, closing a stake of 500 shares — an estimated $24K sold.

NBT Bank first reported a position in SHM in Q3 2024 and held it in 8 quarters. The position peaked at $186K in Q3 2024. 353 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

NBT Bank reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $24K.
NBT Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and held it in 8 quarters.
NBT Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $186K in Q3 2024.
353 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.