PGIM Custom Harvest’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

PGIM Custom Harvest’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	–	Sell	-4,703	Closed	-$226K	–	281
2025 Q4	$226K	Sell	4,703 -1,249	-21%	-$59.9K	﹤0.01%	245
2025 Q3	$287K	Sell	5,952 -285	-5%	-$13.7K	﹤0.01%	212
2025 Q2	$298K	Buy	6,237 +136	+2%	+$6.45K	0.01%	195
2025 Q1	$290K	Sell	6,101 -55	-0.9%	-$2.62K	0.01%	201
2024 Q4	$292K	Buy	6,156 +1,620	+36%	+$77.3K	0.01%	203
2024 Q3	$218K	Sell	4,536 -1,784	-28%	-$85.2K	﹤0.01%	233
2024 Q2	$298K	Buy	6,320 +687	+12%	+$32.4K	0.01%	179
2024 Q1	$267K	Sell	5,633 -1,174	-17%	-$55.9K	0.01%	180
2023 Q4	$325K	Buy	+6,807	New	+$319K	0.01%	152
2021 Q1	–	Sell	-7,592	Closed	-$378K	–	212
2020 Q4	$378K	Buy	+7,592	New	+$378K	0.12%	93

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

PGIM Custom Harvest's SHM Position: Q1 2026 in Review

PGIM Custom Harvest sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 4,703 shares — an estimated $226K sold.

PGIM Custom Harvest first reported a position in SHM in Q4 2020 and held it in 10 quarters. The position peaked at $378K in Q4 2020. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

PGIM Custom Harvest reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
PGIM Custom Harvest sold 4,703 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $226K.
PGIM Custom Harvest first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and held it in 10 quarters.
PGIM Custom Harvest's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $378K in Q4 2020.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.