TD Private Client Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TD Private Client Wealth’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 Q1	$10.4M	Sell	216,392 -21,734	-9%	-$1.05M	0.21%	68
2025 Q4	$11.4M	Sell	238,126 -7,946	-3%	-$381K	0.24%	63
2025 Q3	$11.9M	Buy	246,072 +546	+0.2%	+$26.3K	0.27%	60
2025 Q2	$11.7M	Sell	245,526 -3,023	-1%	-$143K	0.29%	57
2025 Q1	$11.8M	Sell	248,549 -10,503	-4%	-$500K	0.33%	54
2024 Q4	$12.3M	Buy	259,052 +31,115	+14%	+$1.49M	0.34%	52
2024 Q3	$11M	Buy	227,937 +87	+0%	+$4.15K	0.32%	58
2024 Q2	$10.8M	Buy	227,850 +17,378	+8%	+$819K	0.34%	51
2024 Q1	$9.98M	Buy	210,472 +51,326	+32%	+$2.44M	0.33%	55
2023 Q4	$7.61M	Sell	159,146 -11,084	-7%	-$520K	0.27%	62
2023 Q3	$7.87M	Sell	170,230 -11,214	-6%	-$525K	0.34%	54
2023 Q2	$8.54M	Buy	181,444 +15,529	+9%	+$731K	0.37%	50
2023 Q1	$7.89M	Buy	165,915 +17,901	+12%	+$845K	0.35%	48
2022 Q4	$6.95M	Sell	148,014 -42,098	-22%	-$1.96M	0.33%	61
2022 Q3	$8.76M	Sell	190,112 -14,311	-7%	-$675K	0.45%	41
2022 Q2	$9.66M	Buy	204,423 +21,053	+11%	+$989K	0.47%	38
2022 Q1	$8.68M	Buy	183,370 +19,004	+12%	+$916K	0.37%	53
2021 Q4	$8.08M	Sell	164,366 -22,995	-12%	-$1.13M	0.34%	60
2021 Q3	$9.26M	Buy	187,361 +6,421	+4%	+$318K	0.4%	52
2021 Q2	$8.97M	Buy	180,940 +4,492	+3%	+$223K	0.38%	55
2021 Q1	$8.74M	Buy	176,448 +26,517	+18%	+$1.32M	0.41%	52
2020 Q4	$7.47M	Buy	149,931 +5,592	+4%	+$278K	0.38%	56
2020 Q3	$7.2M	Buy	144,339 +11,875	+9%	+$593K	0.4%	59
2020 Q2	$6.61M	Buy	132,464 +17,811	+16%	+$880K	0.39%	61
2020 Q1	$5.61M	Sell	114,653 -50,292	-30%	-$2.46M	0.4%	56
2019 Q4	$8.1M	Buy	+164,945	New	+$8.09M	0.48%	52

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TD Private Client Wealth's SHM Position: Q1 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.1% in Q1 2026, selling an estimated $1.05M and leaving 216,392 shares worth $10.4M. The position accounts for 0.21% of the portfolio, ranked #68.

TD Private Client Wealth first reported a position in SHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.3M in Q4 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

TD Private Client Wealth held 216,392 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $10.4M as of Q1 2026.
TD Private Client Wealth sold 21,734 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $1.05M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.21% of TD Private Client Wealth's portfolio in Q1 2026, its #68 holding.
TD Private Client Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $12.3M in Q4 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.