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 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

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

Richardson Financial Services's SHM Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.5% in Q2 2026, selling an estimated $3.45K and leaving 689 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #371.

Richardson Financial Services first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $226K in Q3 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Richardson Financial Services held 689 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $33K as of Q2 2026.
Richardson Financial Services sold 72 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.45K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #371 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 11 quarters since.
Richardson Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q3 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.