Truist Financial
SHM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Truist Financial's SHM Position: Q1 2026 in Review

Truist Financial increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 11% in Q1 2026, buying an estimated $940K and bringing the position to 200,992 shares worth $9.61M. The position accounts for 0.01% of the portfolio, ranked #624.

Truist Financial first reported a position in SHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $27.8M in Q4 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Truist Financial held 200,992 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.61M as of Q1 2026.
  • Truist Financial bought 19,505 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $940K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #624 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 26 quarters since.
  • Truist Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27.8M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.