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Red Reef Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Red Reef Advisors’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 		$5.55K Hold
116
– – 0.01% 170
2025
Q4 		$5.57K Buy
+116
New +$5.57K 0.01% 161

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Red Reef Advisors's SHM Position: Q1 2026 in Review

Red Reef Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 116 shares worth $5.55K. The position accounts for 0.01% of the portfolio, ranked #170.

Red Reef Advisors first reported a position in SHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.57K in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Red Reef Advisors held 116 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $5.55K as of Q1 2026.
  • Red Reef Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Red Reef Advisors's portfolio in Q1 2026, its #170 holding.
  • Red Reef Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Red Reef Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.57K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.