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Rossmore Private Capital’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Rossmore Private Capital’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 		$105K Hold
2,195
– – 0.01% 320
2026
Q1 		$105K Hold
2,195
– – 0.01% 302
2025
Q4 		$105K Hold
2,195
– – 0.01% 302
2025
Q3 		$106K Buy
+2,195
New +$106K 0.01% 275

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rossmore Private Capital's SHM Position: Q2 2026 in Review

Rossmore Private Capital held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 2,195 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #320.

Rossmore Private Capital first reported a position in SHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $106K in Q3 2025. 238 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Rossmore Private Capital held 2,195 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $105K as of Q2 2026.
  • Rossmore Private Capital left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #320 holding.
  • Rossmore Private Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Rossmore Private Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $106K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.