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Rothschild Investment LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Rothschild Investment LLC’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 		$3.31K Hold
69
– – ﹤0.01% 2510
2026
Q1 		$3.3K Hold
69
– – ﹤0.01% 2286
2025
Q4 		$3.31K Hold
69
– – ﹤0.01% 2106
2025
Q3 		$3.33K Sell
69
-88
-56% -$4.24K ﹤0.01% 1923
2025
Q2 		$7.51K Buy
157
+88
+128% +$4.17K ﹤0.01% 1322
2025
Q1 		$3.28K Hold
69
– – ﹤0.01% 1635
2024
Q4 		$3.27K Hold
69
– – ﹤0.01% 1526
2024
Q3 		$3.32K Sell
69
-100
-59% -$4.77K ﹤0.01% 1458
2024
Q2 		$7.97K Buy
+169
New +$7.97K ﹤0.01% 1138

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Rothschild Investment LLC's SHM Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 69 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Rothschild Investment LLC first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.97K in Q2 2024. 252 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Rothschild Investment LLC held 69 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.31K as of Q2 2026.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #2510 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.97K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.