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

Transamerica Financial Advisors’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 		– Sell
-31
Closed -$1.5K – 2077
2025
Q4 		$1.5K Sell
31
-1
-3% -$48 ﹤0.01% 1183
2025
Q3 		$1.5K Hold
32
– – ﹤0.01% 1098
2025
Q2 		$1.49K Hold
32
– – ﹤0.01% 399
2025
Q1 		$2K Hold
32
– – ﹤0.01% 411
2024
Q4 		$2K Hold
32
– – ﹤0.01% 402
2024
Q3 		$2K Sell
32
-600
-95% -$28.6K ﹤0.01% 411
2024
Q2 		$30K Hold
632
– – ﹤0.01% 290
2024
Q1 		$30K Sell
632
-117,717
-99% -$5.61M ﹤0.01% 317
2023
Q4 		$5.66M Sell
118,349
-4,477
-4% -$210K 0.78% 25
2023
Q3 		$5.68M Buy
122,826
+10,054
+9% +$471K 0.77% 24
2023
Q2 		$5.31M Buy
112,772
+5,940
+6% +$280K 0.69% 25
2023
Q1 		$5.08M Buy
106,832
+490
+0.5% +$23.1K 0.67% 28
2022
Q4 		$5M Buy
106,342
+12,774
+14% +$595K 0.71% 29
2022
Q3 		$4.31M Sell
93,568
-8,025
-8% -$379K 0.64% 27
2022
Q2 		$4.8M Buy
101,593
+100,904
+14,645% +$4.74M 0.68% 24
2022
Q1 		$33K Buy
689
+16
+2% +$771 1.18% 26
2021
Q4 		$34K Sell
673
-2
-0.3% -$99 0.92% 30
2021
Q3 		$34K Sell
675
-5
-0.7% -$248 0.95% 30
2021
Q2 		$34K Buy
680
+19
+3% +$942 0.83% 29
2021
Q1 		$33K Buy
661
+31
+5% +$1.54K 0.8% 31
2020
Q4 		$32K Buy
630
+15
+2% +$747 0.66% 37
2020
Q3 		$31K Sell
615
-63,519
-99% -$3.17M 0.56% 39
2020
Q2 		$3.2M Buy
64,134
+63,216
+6,886% +$3.12M 0.7% 33
2020
Q1 		$45K Buy
918
+28
+3% +$1.37K 0.8% 30
2019
Q4 		$44K Buy
890
+1
+0.1% +$49 0.61% 35
2019
Q3 		$44K Sell
889
-56,344
-98% -$2.77M 0.56% 37
2019
Q2 		$2.8M Buy
57,233
+56,402
+6,787% +$2.74M 0.6% 38
2019
Q1 		$41K Sell
831
-55,993
-99% -$2.7M 0.24% 42
2018
Q4 		$2.73M Buy
56,824
+1,757
+3% +$83.8K 0.7% 36
2018
Q3 		$2.63M Buy
55,067
+865
+2% +$41.5K 0.56% 45
2018
Q2 		$2.6M Buy
54,202
+1,116
+2% +$53.3K 0.58% 51
2018
Q1 		$2.54M Sell
53,086
-4,881
-8% -$234K 0.37% 90
2017
Q4 		$2.78M Sell
57,967
-15,783
-21% -$762K 0.37% 85
2017
Q3 		$3.58M Sell
73,750
-14,622
-17% -$713K 0.44% 72
2017
Q2 		$4.29M Sell
88,372
-1,147
-1% -$55.8K 0.58% 57
2017
Q1 		$4.34M Sell
89,519
-9,200
-9% -$444K 0.52% 63
2016
Q4 		$4.73M Sell
98,719
-22,036
-18% -$1.06M 0.56% 61
2016
Q3 		$5.9M Sell
120,755
-2,023
-2% -$99.2K 0.64% 44
2016
Q2 		$6.03M Sell
122,778
-24,840
-17% -$1.22M 0.61% 37
2016
Q1 		$7.21M Sell
147,618
-9,520
-6% -$466K 0.61% 28
2015
Q4 		$7.66M Sell
157,138
-15,863
-9% -$773K 0.56% 36
2015
Q3 		$8.43M Buy
173,001
+13,169
+8% +$640K 0.68% 34
2015
Q2 		$7.76M Buy
159,832
+9,785
+7% +$474K 0.56% 32
2015
Q1 		$7.3M Sell
150,047
-4,062
-3% -$198K 0.51% 22
2014
Q4 		$7.49M Buy
154,109
+9,045
+6% +$441K 0.59% 25
2014
Q3 		$7.08M Buy
145,064
+7,443
+5% +$363K 0.64% 25
2014
Q2 		$6.7M Buy
137,621
+8,824
+7% +$429K 0.58% 27
2014
Q1 		$6.25M Buy
128,797
+1,401
+1% +$68.2K 0.62% 23
2013
Q4 		$6.19M Sell
127,396
-7,130
-5% -$346K 0.67% 28
2013
Q3 		$6.52M Sell
134,526
-4,308
-3% -$207K 0.85% 24
2013
Q2 		$6.64M Buy
+138,834
New +$6.74M 1.09% 24

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Transamerica Financial Advisors's SHM Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 31 shares — an estimated $1.5K sold.

Transamerica Financial Advisors first reported a position in SHM in Q2 2013 and held it in 51 quarters. The position peaked at $8.43M in Q3 2015. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 31 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $1.5K.
  • Transamerica Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 51 quarters.
  • Transamerica Financial Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.43M in Q3 2015.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.