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Silver Grove Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Silver Grove Financial Group’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 		$23.1K Hold
481
– – 0.01% 578
2026
Q1 		$23K Buy
+481
New +$23.2K 0.02% 241

Other funds holding SHM

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Silver Grove Financial Group's SHM Position: Q2 2026 in Review

Silver Grove Financial Group held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 481 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #578.

Silver Grove Financial Group first reported a position in SHM in Q1 2026 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Silver Grove Financial Group held 481 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $23.1K as of Q2 2026.
  • Silver Grove Financial Group left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #578 holding.
  • Silver Grove Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.