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

Riversedge 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 Q2	$441K	Sell	9,185 -522	-5%	-$25K	0.06%	139
2026 Q1	$464K	Sell	9,707 -24	-0.2%	-$1.16K	0.08%	93
2025 Q4	$467K	Sell	9,731 -51	-0.5%	-$2.45K	0.08%	82
2025 Q3	$472K	Buy	9,782 +64	+0.7%	+$3.08K	0.08%	80
2025 Q2	$465K	Sell	9,718 -2,127	-18%	-$101K	0.09%	66
2025 Q1	$564K	Sell	11,845 -50	-0.4%	-$2.38K	0.13%	60
2024 Q4	$564K	Sell	11,895 -431	-3%	-$20.6K	0.13%	57
2024 Q3	$593K	Buy	12,326 +967	+9%	+$46.2K	0.13%	50
2024 Q2	$536K	Sell	11,359 -1,670	-13%	-$78.7K	0.13%	51
2024 Q1	$618K	Sell	13,029 -111	-0.8%	-$5.29K	0.15%	46
2023 Q4	$628K	Sell	13,140 -5,647	-30%	-$265K	0.17%	42
2023 Q3	$869K	Sell	18,787 -1,577	-8%	-$73.9K	0.26%	34
2023 Q2	$958K	Sell	20,364 -992	-5%	-$46.7K	0.26%	34
2023 Q1	$1.02M	Sell	21,356 -2,939	-12%	-$139K	0.3%	38
2022 Q4	$1.14M	Sell	24,295 -1,511	-6%	-$70.3K	0.37%	35
2022 Q3	$1.19M	Sell	25,806 -12,645	-33%	-$597K	0.43%	33
2022 Q2	$1.82M	Sell	38,451 -14,796	-28%	-$695K	0.67%	25
2022 Q1	$2.52M	Sell	53,247 -3,470	-6%	-$167K	0.82%	22
2021 Q4	$2.79M	Sell	56,717 -10,494	-16%	-$517K	0.88%	21
2021 Q3	$3.32M	Buy	67,211 +13,488	+25%	+$669K	1.14%	16
2021 Q2	$2.66M	Buy	53,723 +1,470	+3%	+$72.9K	0.97%	19
2021 Q1	$2.59M	Buy	52,253 +227	+0.4%	+$11.3K	1.11%	17
2020 Q4	$2.59M	Buy	52,026 +5,500	+12%	+$274K	1.2%	16
2020 Q3	$2.32M	Sell	46,526 -201	-0.4%	-$10K	1.23%	16
2020 Q2	$2.33M	Sell	46,727 -1,468	-3%	-$72.5K	1.36%	16
2020 Q1	$2.36M	Buy	+48,195	New	+$2.36M	2.09%	14

Other funds holding SHM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Riversedge Advisors's SHM Position: Q2 2026 in Review

Riversedge Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.4% in Q2 2026, selling an estimated $25K and leaving 9,185 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #139.

Riversedge Advisors first reported a position in SHM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.32M in Q3 2021. 91 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Riversedge Advisors held 9,185 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $441K as of Q2 2026.
Riversedge Advisors sold 522 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $25K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Riversedge Advisors's portfolio in Q2 2026, its #139 holding.
Riversedge Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
Riversedge Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.32M in Q3 2021.
91 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.