TFG
SHM icon

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

Tilson 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 		$2.67M Sell
55,746
-448
-0.8% -$21.4K 0.74% 27
2026
Q1 		$2.69M Buy
56,194
+86
+0.2% +$4.14K 0.81% 28
2025
Q4 		$2.69M Sell
56,108
-1,355
-2% -$65K 0.83% 28
2025
Q3 		$2.77M Buy
57,463
+1,634
+3% +$78.6K 0.91% 27
2025
Q2 		$2.67M Buy
55,829
+899
+2% +$42.6K 1.01% 25
2025
Q1 		$2.62M Buy
54,930
+8
+0% +$381 1.03% 23
2024
Q4 		$2.6M Sell
54,922
-679
-1% -$32.4K 1.06% 25
2024
Q3 		$2.68M Sell
55,601
-70
-0.1% -$3.34K 1.16% 24
2024
Q2 		$2.63M Sell
55,671
-1,339
-2% -$63.1K 2.65% 13
2024
Q1 		$2.71M Sell
57,010
-14,172
-20% -$675K 1.45% 23
2023
Q4 		$3.4M Buy
71,182
+2,604
+4% +$122K 2.19% 16
2023
Q3 		$3.17M Buy
68,578
+4,624
+7% +$217K 2.49% 15
2023
Q2 		$3.01M Buy
63,954
+2,255
+4% +$106K 5.12% 6
2023
Q1 		$2.93M Buy
61,699
+1,652
+3% +$78K 2.4% 15
2022
Q4 		$2.82M Buy
+60,047
New +$2.8M 2.4% 15

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Tilson Financial Group's SHM Position: Q2 2026 in Review

Tilson Financial Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.8% in Q2 2026, selling an estimated $21.4K and leaving 55,746 shares worth $2.67M. The position accounts for 0.74% of the portfolio, ranked #27.

Tilson Financial Group first reported a position in SHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Tilson Financial Group held 55,746 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.67M as of Q2 2026.
  • Tilson Financial Group sold 448 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $21.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.74% of Tilson Financial Group's portfolio in Q2 2026, its #27 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Tilson Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.4M in Q4 2023.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.