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
Q3 		$12.4M Buy
265,986
+68,398
+35% +$3.25M 0.01% 573
2026
Q2 		$9.48M Sell
197,588
-3,404
-2% -$163K 0.01% 664
2026
Q1 		$9.6M 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 		$9.5M 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 		$22M 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

Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial's SHM Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 35% in Q3 2026, buying an estimated $3.25M and bringing the position to 265,986 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #573.

Truist Financial first reported a position in SHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $27.8M in Q4 2022. 270 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Truist Financial held 265,986 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $12.4M as of Q3 2026.
  • Truist Financial bought 68,398 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $3.25M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #573 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 28 quarters since.
  • Truist Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27.8M in Q4 2022.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.