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

Sanctuary 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	$1.72M	Sell	35,807 -302	-0.8%	-$14.5K	0.01%	1132
2026 Q1	$1.73M	Sell	36,109 -2,803	-7%	-$135K	0.01%	1031
2025 Q4	$1.87M	Buy	38,912 +3,033	+8%	+$146K	0.01%	969
2025 Q3	$1.73M	Sell	35,879 -668	-2%	-$32.1K	0.01%	982
2025 Q2	$1.75M	Sell	36,547 -1,606	-4%	-$76.2K	0.01%	913
2025 Q1	$1.82M	Sell	38,153 -2,843	-7%	-$135K	0.01%	823
2024 Q4	$1.95M	Sell	40,996 -14,720	-26%	-$703K	0.01%	871
2024 Q3	$2.66M	Sell	55,716 -32,017	-36%	-$1.53M	0.02%	739
2024 Q2	$4.13M	Buy	+87,733	New	+$4.14M	0.03%	531

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

Sanctuary Advisors's SHM Position: Q2 2026 in Review

Sanctuary Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.84% in Q2 2026, selling an estimated $14.5K and leaving 35,807 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1132.

Sanctuary Advisors first reported a position in SHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.13M in Q2 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Sanctuary Advisors held 35,807 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.72M as of Q2 2026.
Sanctuary Advisors sold 302 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1132 holding.
Sanctuary Advisors 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.
Sanctuary Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.13M in Q2 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.