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

SignatureFD’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	$4.59K	Sell	96 -2,903	-97%	-$139K	﹤0.01%	2886
2026 Q1	$143K	Hold	2,999	–	–	﹤0.01%	1175
2025 Q4	$144K	Hold	2,999	–	–	﹤0.01%	1140
2025 Q3	$145K	Buy	+2,999	New	+$144K	﹤0.01%	1104
2025 Q1	–	Sell	-40	Closed	-$1.9K	–	3431
2024 Q4	$1.9K	Hold	40	–	–	﹤0.01%	2890
2024 Q3	$1.91K	Hold	40	–	–	﹤0.01%	2848
2024 Q2	$1.86K	Buy	40 +1	+3%	+$47	﹤0.01%	2775
2024 Q1	$1.87K	Hold	39	–	–	﹤0.01%	2814
2023 Q4	$1.88K	Sell	39 -61	-61%	-$2.86K	﹤0.01%	2777
2023 Q3	$4.63K	Buy	100 +61	+156%	+$2.86K	﹤0.01%	2522
2023 Q2	$1.83K	Buy	39 +8	+26%	+$377	﹤0.01%	2830
2023 Q1	$1.47K	Hold	31	–	–	﹤0.01%	2893
2022 Q4	$1.46K	Sell	31 -28	-47%	-$1.3K	﹤0.01%	2889
2022 Q3	$3K	Buy	+59	New	+$2.78K	﹤0.01%	2685
2022 Q2	–	Sell	-38	Closed	-$2K	–	3325
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	2849
2021 Q4	$2K	Buy	38 +1	+3%	+$49	﹤0.01%	2788
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	2701
2021 Q2	$2K	Sell	37 -1,250	-97%	-$62K	﹤0.01%	2616
2021 Q1	$64K	Hold	1,287	–	–	﹤0.01%	1066
2020 Q4	$64K	Buy	1,287 +1,250	+3,378%	+$62.2K	﹤0.01%	973
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	2278
2020 Q2	$2K	Sell	37 -534	-94%	-$26.4K	﹤0.01%	2183
2020 Q1	$28K	Buy	571 +160	+39%	+$7.83K	﹤0.01%	1111
2019 Q4	$20K	Hold	411	–	–	﹤0.01%	1281
2019 Q3	$20K	Buy	+411	New	+$20.2K	﹤0.01%	1216

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

SignatureFD's SHM Position: Q2 2026 in Review

SignatureFD reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 97% in Q2 2026, selling an estimated $139K and leaving 96 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

SignatureFD first reported a position in SHM in Q3 2019 and has held it in 25 quarters since. The position peaked at $145K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

SignatureFD held 96 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.59K as of Q2 2026.
SignatureFD sold 2,903 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $139K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2886 holding.
SignatureFD first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2019 and has held it in 25 quarters since.
SignatureFD's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $145K in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.