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 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 $1.37T 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

Sage Mountain Advisors's SHM Position: Q1 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 563% in Q1 2026, buying an estimated $1.42M and bringing the position to 34,816 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #71.

Sage Mountain Advisors first reported a position in SHM in Q1 2021 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Sage Mountain Advisors held 34,816 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.67M as of Q1 2026.
Sage Mountain Advisors bought 29,566 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $1.42M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Sage Mountain Advisors's portfolio in Q1 2026, its #71 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 6 quarters since.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.