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Parkside Financial Bank & Trust’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Parkside Financial Bank & Trust’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 		$2.25M Sell
47,116
-2,055
-4% -$99K 0.17% 94
2025
Q4 		$2.36M Sell
49,171
-9,896
-17% -$475K 0.18% 89
2025
Q3 		$2.85M Buy
59,067
+4,261
+8% +$205K 0.22% 69
2025
Q2 		$2.62M Sell
54,806
-3,596
-6% -$171K 0.28% 68
2025
Q1 		$2.78M Buy
58,402
+567
+1% +$27K 0.35% 58
2024
Q4 		$2.74M Buy
57,835
+11,039
+24% +$527K 0.36% 55
2024
Q3 		$2.25M Buy
46,796
+4,022
+9% +$192K 0.31% 64
2024
Q2 		$2.02M Buy
42,774
+577
+1% +$27.2K 0.32% 59
2024
Q1 		$2M Buy
42,197
+2,755
+7% +$131K 0.32% 60
2023
Q4 		$1.88M Buy
39,442
+723
+2% +$33.9K 0.34% 57
2023
Q3 		$1.79M Buy
38,719
+1,791
+5% +$83.9K 0.41% 44
2023
Q2 		$1.74M Sell
36,928
-901
-2% -$42.4K 0.41% 44
2023
Q1 		$1.8M Sell
37,829
-429
-1% -$20.3K 0.48% 37
2022
Q4 		$1.8M Buy
38,258
+9,571
+33% +$446K 0.52% 37
2022
Q3 		$1.32M Buy
28,687
+2,582
+10% +$122K 0.42% 41
2022
Q2 		$1.23M Buy
26,105
+242
+0.9% +$11.4K 0.38% 47
2022
Q1 		$1.23M Sell
25,863
-267
-1% -$12.9K 0.33% 55
2021
Q4 		$1.28M Buy
26,130
+23,270
+814% +$1.15M 0.32% 55
2021
Q3 		$141K Sell
2,860
-230
-7% -$11.4K 0.04% 259
2021
Q2 		$153K Sell
3,090
-389
-11% -$19.3K 0.04% 244
2021
Q1 		$172K Buy
3,479
+603
+21% +$30K 0.05% 222
2020
Q4 		$143K Hold
2,876
– – 0.04% 248
2020
Q3 		$143K Sell
2,876
-820
-22% -$41K 0.05% 226
2020
Q2 		$184K Sell
3,696
-96
-3% -$4.74K 0.06% 210
2020
Q1 		$185K Sell
3,792
-782
-17% -$38.2K 0.07% 182
2019
Q4 		$225K Sell
4,574
-4,878
-52% -$239K 0.07% 182
2019
Q3 		$463K Buy
9,452
+5
+0.1% +$245 0.15% 103
2019
Q2 		$462K Buy
9,447
+1,239
+15% +$60.2K 0.15% 102
2019
Q1 		$398K Sell
8,208
-54
-0.7% -$2.61K 0.13% 119
2018
Q4 		$397K Sell
8,262
-130
-2% -$6.2K 0.14% 107
2018
Q3 		$400K Hold
8,392
– – 0.14% 122
2018
Q2 		$403K Sell
8,392
-400
-5% -$19.1K 0.15% 113
2018
Q1 		$420K Buy
8,792
+362
+4% +$17.4K 0.16% 100
2017
Q4 		$404K Hold
8,430
– – 0.15% 110
2017
Q3 		$410K Sell
8,430
-278
-3% -$13.6K 0.16% 100
2017
Q2 		$422K Sell
8,708
-400
-4% -$19.4K 0.17% 97
2017
Q1 		$441K Buy
9,108
+800
+10% +$38.6K 0.19% 94
2016
Q4 		$398K Hold
8,308
– – 0.17% 109
2016
Q3 		$406K Sell
8,308
-1,657
-17% -$81.3K 0.19% 103
2016
Q2 		$489K Hold
9,965
– – 0.24% 80
2016
Q1 		$486K Sell
9,965
-2
-0% -$98 0.24% 83
2015
Q4 		$486K Sell
9,967
-410
-4% -$20K 0.24% 78
2015
Q3 		$506K Buy
+10,377
New +$505K 0.29% 65

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Parkside Financial Bank & Trust's SHM Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.2% in Q1 2026, selling an estimated $99K and leaving 47,116 shares worth $2.25M. The position accounts for 0.17% of the portfolio, ranked #94.

Parkside Financial Bank & Trust first reported a position in SHM in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.85M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Parkside Financial Bank & Trust held 47,116 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.25M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 2,055 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $99K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.17% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #94 holding.
  • Parkside Financial Bank & Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.85M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.