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

&Partners’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	$1.12M	Buy	23,400 +11,891	+103%	+$569K	﹤0.01%	1347
2026 Q1	$550K	Buy	11,509 +1,263	+12%	+$60.9K	﹤0.01%	1642
2025 Q4	$492K	Buy	10,246 +1,296	+14%	+$62.2K	﹤0.01%	1616
2025 Q3	$432K	Sell	8,950 -1,479	-14%	-$71.2K	﹤0.01%	1542
2025 Q2	$494K	Sell	10,429 -1,441	-12%	-$68.3K	﹤0.01%	1367
2025 Q1	$564K	Sell	11,870 -1,002	-8%	-$47.7K	0.01%	1079
2024 Q4	$611K	Sell	12,872 -1,634	-11%	-$78K	0.01%	989
2024 Q3	$698K	Buy	14,506 +6,522	+82%	+$311K	0.01%	713
2024 Q2	$377K	Buy	+7,984	New	+$376K	0.02%	637

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

&Partners's SHM Position: Q2 2026 in Review

&Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 103% in Q2 2026, buying an estimated $569K and bringing the position to 23,400 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

&Partners first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

&Partners held 23,400 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.12M as of Q2 2026.
&Partners bought 11,891 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $569K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1347 holding.
&Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.