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

Sykon Capital’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	–	Sell	-45,141	Closed	-$2.16M	–	126
2026 Q1	$2.16M	Buy	45,141 +12,437	+38%	+$599K	0.72%	24
2025 Q4	$1.57M	Sell	32,704 -14,579	-31%	-$700K	0.5%	54
2025 Q3	$2.28M	Buy	+47,283	New	+$2.28M	0.76%	44
2024 Q4	–	Sell	-38,501	Closed	-$1.85M	–	86
2024 Q3	$1.85M	Buy	+38,501	New	+$1.84M	0.65%	53
2024 Q2	–	Sell	-44,827	Closed	-$2.13M	–	103
2024 Q1	$2.13M	Sell	44,827 -5,785	-11%	-$276K	0.77%	53
2023 Q4	$2.42M	Buy	+50,612	New	+$2.37M	0.97%	37

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

Sykon Capital's SHM Position: Q2 2026 in Review

Sykon Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 45,141 shares — an estimated $2.16M sold.

Sykon Capital first reported a position in SHM in Q4 2023 and held it in 6 quarters. The position peaked at $2.42M in Q4 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Sykon Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Sykon Capital sold 45,141 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.16M.
Sykon Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
Sykon Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.42M in Q4 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.