True Vision MN’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

True Vision MN’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	$209K	Sell	4,378 -121	-3%	-$5.83K	0.11%	95
2025 Q4	$216K	Buy	4,499 +76	+2%	+$3.65K	0.11%	105
2025 Q3	$213K	Hold	4,423	–	–	0.11%	104
2025 Q2	$212K	Buy	4,423 +169	+4%	+$8.02K	0.12%	103
2025 Q1	$202K	Hold	4,254	–	–	0.12%	101
2024 Q4	$202K	Buy	4,254 +20	+0.5%	+$955	0.12%	98
2024 Q3	$204K	Sell	4,234 -194	-4%	-$9.26K	0.12%	98
2024 Q2	$209K	Sell	4,428 -35	-0.8%	-$1.65K	0.14%	103
2024 Q1	$210K	Buy	4,463 +10	+0.2%	+$476	0.15%	91
2023 Q4	$213K	Buy	+4,453	New	+$209K	0.17%	84

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

True Vision MN's SHM Position: Q1 2026 in Review

True Vision MN reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.7% in Q1 2026, selling an estimated $5.83K and leaving 4,378 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #95.

True Vision MN first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $216K in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

True Vision MN held 4,378 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $209K as of Q1 2026.
True Vision MN sold 121 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $5.83K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.11% of True Vision MN's portfolio in Q1 2026, its #95 holding.
True Vision MN first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
True Vision MN's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $216K in Q4 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.