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

Sage Mountain 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	$2.16M	Buy	45,104 +10,288	+30%	+$492K	0.13%	66
2026 Q1	$1.67M	Buy	34,816 +29,566	+563%	+$1.42M	0.12%	71
2025 Q4	$252K	Hold	5,250	–	–	0.01%	430
2025 Q3	$253K	Buy	+5,250	New	+$253K	0.01%	413
2025 Q2	–	Sell	-6,929	Closed	-$330K	–	543
2025 Q1	$330K	Buy	+6,929	New	+$330K	0.02%	281
2021 Q4	–	Sell	-59	Closed	-$3K	–	699
2021 Q3	$3K	Buy	+59	New	+$2.92K	﹤0.01%	573
2021 Q2	–	Sell	-3,836	Closed	-$190K	–	531
2021 Q1	$190K	Buy	+3,836	New	+$191K	0.04%	309

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sage Mountain Advisors's SHM Position: Q2 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 30% in Q2 2026, buying an estimated $492K and bringing the position to 45,104 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #66.

Sage Mountain Advisors first reported a position in SHM in Q1 2021 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Sage Mountain Advisors held 45,104 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.16M as of Q2 2026.
Sage Mountain Advisors bought 10,288 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $492K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of Sage Mountain Advisors's portfolio in Q2 2026, its #66 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 7 quarters since.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.