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

RW Investment Management’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	$3.12M	Buy	+65,258	New	+$3.14M	0.3%	24
2025 Q3	$3.31M	Sell	68,553 -662	-1%	-$31.9K	0.34%	20
2025 Q2	$3.31M	Sell	69,215 -5,308	-7%	-$252K	0.37%	18
2025 Q1	$3.55M	Buy	74,523 +394	+0.5%	+$18.8K	0.44%	18
2024 Q4	$3.51M	Sell	74,129 -6,381	-8%	-$305K	0.43%	18
2024 Q3	$3.88M	Sell	80,510 -6,143	-7%	-$293K	0.48%	16
2024 Q2	$4.09M	Sell	86,653 -523	-0.6%	-$24.7K	0.55%	13
2024 Q1	$4.14M	Buy	87,176 +743	+0.9%	+$35.4K	0.58%	13
2023 Q4	$4.13M	Sell	86,433 -12,762	-13%	-$599K	0.63%	13
2023 Q3	$4.59M	Buy	99,195 +966	+1%	+$45.2K	0.83%	10
2023 Q2	$4.62M	Buy	98,229 +575	+0.6%	+$27.1K	0.96%	11
2023 Q1	$4.64M	Buy	97,654 +14,854	+18%	+$701K	1.29%	12
2022 Q4	$3.89M	Buy	+82,800	New	+$3.85M	1.53%	11

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

RW Investment Management's SHM Position: Q1 2026 in Review

RW Investment Management opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 65,258 shares worth $3.12M. The stake represents 0.3% of the portfolio and ranks #24 among its holdings. This is a return to the name: RW Investment Management previously reported a position in SHM as recently as Q3 2025.

RW Investment Management first reported a position in SHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.64M in Q1 2023. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

RW Investment Management held 65,258 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.12M as of Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new RW Investment Management position in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.3% of RW Investment Management's portfolio in Q1 2026, its #24 holding.
RW Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.64M in Q1 2023.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.