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

Park Avenue 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	$2.97M	Buy	+61,848	New	+$2.96M	0.02%	533
2026 Q1	–	Sell	-22,369	Closed	-$1.07M	–	1682
2025 Q4	$1.07M	Buy	22,369 +32	+0.1%	+$1.54K	0.01%	776
2025 Q3	$1.08M	Sell	22,337 -347	-2%	-$16.7K	0.01%	847
2025 Q2	$1.08M	Sell	22,684 -22,578	-50%	-$1.07M	0.01%	753
2025 Q1	$2.15M	Buy	+45,262	New	+$2.16M	0.03%	375
2023 Q1	–	Sell	-23,583	Closed	-$1.11M	–	1088
2022 Q4	$1.11M	Buy	23,583 +18,764	+389%	+$873K	0.02%	482
2022 Q3	$222K	Sell	4,819 -29,472	-86%	-$1.39M	﹤0.01%	1028
2022 Q2	$1.62M	Buy	34,291 +6,208	+22%	+$292K	0.03%	311
2022 Q1	$1.33M	Sell	28,083 -2,527	-8%	-$122K	0.02%	382
2021 Q4	$1.5M	Buy	30,610 +11,942	+64%	+$588K	0.03%	335
2021 Q3	$922K	Buy	18,668 +6,036	+48%	+$299K	0.02%	453
2021 Q2	$626K	Buy	12,632 +4,994	+65%	+$248K	0.01%	548
2021 Q1	$379K	Buy	+7,638	New	+$379K	0.01%	688
2016 Q2	–	Sell	-11,335	Closed	-$553K	–	104
2016 Q1	$553K	Buy	11,335 +735	+7%	+$36K	0.1%	39
2015 Q4	$516K	Buy	+10,600	New	+$516K	0.11%	36

Other funds holding SHM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Park Avenue Securities's SHM Position: Q2 2026 in Review

Park Avenue Securities opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 61,848 shares worth $2.97M. The stake represents 0.02% of the portfolio and ranks #533 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in SHM as recently as Q4 2025.

Park Avenue Securities first reported a position in SHM in Q4 2015 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Park Avenue Securities held 61,848 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.97M as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Park Avenue Securities position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #533 holding.
Park Avenue Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 15 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.