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

Smartleaf Asset Management’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	$163K	Hold	3,393	–	–	0.01%	923
2026 Q1	$162K	Hold	3,393	–	–	0.01%	871
2025 Q4	$163K	Sell	3,393 -53	-2%	-$2.54K	0.01%	903
2025 Q3	$166K	Sell	3,446 -1,332	-28%	-$64.1K	0.01%	810
2025 Q2	$228K	Buy	4,778 +1,425	+42%	+$67.6K	0.02%	546
2025 Q1	$159K	Buy	3,353 +3,255	+3,321%	+$155K	0.02%	647
2024 Q4	$4.65K	Buy	+98	New	+$4.68K	﹤0.01%	2272

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

Smartleaf Asset Management's SHM Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 3,393 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #923.

Smartleaf Asset Management first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q2 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Smartleaf Asset Management held 3,393 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $163K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #923 holding.
Smartleaf Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $228K in Q2 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.