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

Truist Financial’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	$9.48M	Sell	197,588 -3,404	-2%	-$163K	0.01%	664
2026 Q1	$9.61M	Buy	200,992 +19,505	+11%	+$940K	0.01%	624
2025 Q4	$8.71M	Sell	181,487 -26,420	-13%	-$1.27M	0.01%	646
2025 Q3	$10M	Buy	207,907 +8,514	+4%	+$410K	0.01%	608
2025 Q2	$9.54M	Sell	199,393 -22,331	-10%	-$1.06M	0.01%	603
2025 Q1	$10.6M	Sell	221,724 -34,244	-13%	-$1.63M	0.02%	547
2024 Q4	$12.1M	Buy	255,968 +17,696	+7%	+$845K	0.02%	517
2024 Q3	$11.5M	Buy	238,272 +4,331	+2%	+$207K	0.02%	542
2024 Q2	$11M	Buy	233,941 +9,468	+4%	+$446K	0.02%	570
2024 Q1	$10.6M	Sell	224,473 -135,133	-38%	-$6.44M	0.02%	608
2023 Q4	$17.2M	Sell	359,606 -46,132	-11%	-$2.16M	0.03%	454
2023 Q3	$18.8M	Sell	405,738 -140,638	-26%	-$6.59M	0.03%	398
2023 Q2	$25.7M	Sell	546,376 -7,016	-1%	-$330K	0.04%	337
2023 Q1	$26.3M	Sell	553,392 -37,780	-6%	-$1.78M	0.05%	330
2022 Q4	$27.8M	Buy	591,172 +118,522	+25%	+$5.52M	0.05%	325
2022 Q3	$21.8M	Buy	472,650 +92,156	+24%	+$4.35M	0.04%	336
2022 Q2	$18M	Buy	380,494 +101,912	+37%	+$4.79M	0.03%	394
2022 Q1	$13.2M	Sell	278,582 -25,778	-8%	-$1.24M	0.02%	553
2021 Q4	$15M	Sell	304,360 -5,025	-2%	-$248K	0.02%	517
2021 Q3	$15.3M	Buy	309,385 +26,674	+9%	+$1.32M	0.03%	494
2021 Q2	$14M	Buy	282,711 +27,447	+11%	+$1.36M	0.02%	525
2021 Q1	$12.7M	Sell	255,264 -129,572	-34%	-$6.44M	0.02%	540
2020 Q4	$19.2M	Buy	384,836 +656	+0.2%	+$32.7K	0.04%	410
2020 Q3	$19.2M	Buy	384,180 +11,622	+3%	+$580K	0.04%	367
2020 Q2	$18.6M	Sell	372,558 -76,315	-17%	-$3.77M	0.04%	371
2020 Q1	$21.9M	Sell	448,873 -32,984	-7%	-$1.61M	0.06%	319
2019 Q4	$23.7M	Buy	+481,857	New	+$23.6M	0.05%	377

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

Truist Financial's SHM Position: Q2 2026 in Review

Truist Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q2 2026, selling an estimated $163K and leaving 197,588 shares worth $9.48M. The position accounts for 0.01% of the portfolio, ranked #664.

Truist Financial first reported a position in SHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.8M in Q4 2022. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Truist Financial held 197,588 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.48M as of Q2 2026.
Truist Financial sold 3,404 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $163K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #664 holding.
Truist Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
Truist Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27.8M in Q4 2022.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.