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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
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
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

Richardson Financial Services's SHM Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 77% in Q1 2026, selling an estimated $120K and leaving 761 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #342.

Richardson Financial Services first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $226K in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Richardson Financial Services held 761 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $36.4K as of Q1 2026.
  • Richardson Financial Services sold 2,489 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $120K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #342 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 10 quarters since.
  • Richardson Financial Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $226K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.