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

Sequoia Financial 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	$278K	Sell	5,793 -313	-5%	-$15K	﹤0.01%	1734
2026 Q1	$292K	Sell	6,106 -3,500	-36%	-$169K	﹤0.01%	1588
2025 Q4	$461K	Sell	9,606 -805	-8%	-$38.6K	﹤0.01%	1323
2025 Q3	$502K	Sell	10,411 -11,390	-52%	-$548K	﹤0.01%	1137
2025 Q2	$1.04M	Sell	21,801 -51,620	-70%	-$2.45M	0.01%	670
2025 Q1	$3.49M	Sell	73,421 -24,010	-25%	-$1.14M	0.03%	328
2024 Q4	$4.62M	Buy	+97,431	New	+$4.65M	0.04%	263
2023 Q1	–	Sell	-5,775	Closed	-$271K	–	867
2022 Q4	$271K	Buy	+5,775	New	+$269K	0.01%	619
2022 Q3	–	Sell	-5,858	Closed	-$277K	–	577
2022 Q2	$277K	Sell	5,858 -766	-12%	-$36K	0.01%	463
2022 Q1	$314K	Sell	6,624 -175	-3%	-$8.44K	0.01%	489
2021 Q4	$334K	Buy	+6,799	New	+$335K	0.01%	416
2021 Q3	–	Sell	-5,345	Closed	-$265K	–	414
2021 Q2	$265K	Hold	5,345	–	–	0.01%	401
2021 Q1	$265K	Hold	5,345	–	–	0.01%	368
2020 Q4	$266K	Hold	5,345	–	–	0.01%	341
2020 Q3	$267K	Buy	+5,345	New	+$267K	0.01%	318
2019 Q1	–	Sell	-5,083	Closed	-$244K	–	375
2018 Q4	$244K	Sell	5,083 -4,319	-46%	-$206K	0.03%	248
2018 Q3	$448K	Hold	9,402	–	–	0.04%	170
2018 Q2	$451K	Hold	9,402	–	–	0.05%	169
2018 Q1	$450K	Sell	9,402 -9,280	-50%	-$445K	0.05%	167
2017 Q4	$895K	Sell	18,682 -1,665	-8%	-$80.4K	0.09%	118
2017 Q3	$989K	Buy	20,347 +2,192	+12%	+$107K	0.12%	108
2017 Q2	$881K	Buy	18,155 +307	+2%	+$14.9K	0.11%	117
2017 Q1	$865K	Buy	17,848 +21	+0.1%	+$1.01K	0.11%	111
2016 Q4	$855K	Sell	17,827 -17,734	-50%	-$857K	0.12%	112
2016 Q3	$1.74M	Buy	+35,561	New	+$1.74M	0.32%	55

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

Sequoia Financial Advisors's SHM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.1% in Q2 2026, selling an estimated $15K and leaving 5,793 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Sequoia Financial Advisors first reported a position in SHM in Q3 2016 and has held it in 25 quarters since. The position peaked at $4.62M in Q4 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Sequoia Financial Advisors held 5,793 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $278K as of Q2 2026.
Sequoia Financial Advisors sold 313 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $15K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1734 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and has held it in 25 quarters since.
Sequoia Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.62M in Q4 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.