Richardson Financial Services
SHM icon

Richardson Financial Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Richardson Financial Services’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
Q3 		$32.1K Sell
688
-1
-0.1% -$48 0.02% 383
2026
Q2 		$33K Sell
689
-72
-9% -$3.45K 0.02% 371
2026
Q1 		$36.4K Sell
761
-2,489
-77% -$120K 0.02% 342
2025
Q4 		$150K Sell
3,250
-94
-3% -$4.51K 0.05% 186
2025
Q3 		$161K Hold
3,344
– – 0.1% 167
2025
Q2 		$160K Sell
3,344
-481
-13% -$22.8K 0.11% 166
2025
Q1 		$182K Buy
3,825
+459
+14% +$21.9K 0.14% 147
2024
Q4 		$160K Sell
3,366
-1,399
-29% -$66.8K 0.11% 159
2024
Q3 		$226K Buy
4,765
+1,416
+42% +$67.6K 0.14% 135
2024
Q2 		$158K Sell
3,349
-448
-12% -$21.1K 0.11% 160
2024
Q1 		$180K Buy
3,797
+138
+4% +$6.57K 0.13% 151
2023
Q4 		$175K Buy
+3,659
New +$172K 0.15% 139

Other funds holding SHM

PNC Financial Services Group
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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Richardson Financial Services's SHM Position: Q3 2026 in Review

Richardson Financial Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.15% in Q3 2026, selling an estimated $48 and leaving 688 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #383.

Richardson Financial Services first reported a position in SHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $226K in Q3 2024. 234 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Richardson Financial Services held 688 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $32.1K as of Q3 2026.
  • Richardson Financial Services sold 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q3 2026, an estimated $48.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #383 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.