Old Mission Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Old Mission Capital’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	$1.54M	Buy	+32,291	New	+$1.56M	0.02%	293
2025 Q3	–	Sell	-13,486	Closed	-$645K	–	1294
2025 Q2	$645K	Buy	13,486 +5,818	+76%	+$276K	0.01%	616
2025 Q1	$365K	Buy	+7,668	New	+$365K	﹤0.01%	724
2022 Q4	–	Sell	-51,893	Closed	-$2.39M	–	1697
2022 Q3	$2.39M	Sell	51,893 -9,341	-15%	-$441K	0.08%	205
2022 Q2	$2.89M	Buy	+61,234	New	+$2.88M	0.08%	230
2021 Q2	–	Sell	-5,002	Closed	-$248K	–	1217
2021 Q1	$248K	Buy	+5,002	New	+$248K	0.01%	656
2020 Q3	–	Sell	-10,480	Closed	-$523K	–	577
2020 Q2	$523K	Buy	+10,480	New	+$518K	0.04%	268
2018 Q3	–	Sell	-5,908	Closed	-$284K	–	324
2018 Q2	$284K	Buy	5,908 +752	+15%	+$35.9K	0.03%	192
2018 Q1	$247K	Buy	+5,156	New	+$247K	0.03%	214
2017 Q4	–	Sell	-40,360	Closed	-$1.96M	–	497
2017 Q3	$1.96M	Buy	40,360 +24,975	+162%	+$1.22M	0.17%	98
2017 Q2	$746K	Sell	15,385 -20,476	-57%	-$996K	0.09%	129
2017 Q1	$1.74M	Buy	+35,861	New	+$1.73M	0.19%	99

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Old Mission Capital's SHM Position: Q1 2026 in Review

Old Mission Capital opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 32,291 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in SHM as recently as Q2 2025.

Old Mission Capital first reported a position in SHM in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.89M in Q2 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Old Mission Capital held 32,291 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.54M as of Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Old Mission Capital position in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Old Mission Capital's portfolio in Q1 2026, its #293 holding.
Old Mission Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and has held it in 12 quarters since.
Old Mission Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.89M in Q2 2022.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.