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TruNorth Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TruNorth Capital Management’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 		$2.93M Sell
62,741
-126,544
-67% -$6.02M 0.46% 23
2026
Q2 		$9.08M Buy
189,285
+12,313
+7% +$589K 1.46% 13
2026
Q1 		$8.46M Buy
176,972
+6,681
+4% +$322K 1.62% 11
2025
Q4 		$8.17M Buy
170,291
+9,473
+6% +$455K 1.55% 11
2025
Q3 		$7.75M Buy
160,818
+10,708
+7% +$515K 1.53% 12
2025
Q2 		$7.18M Buy
150,110
+51,296
+52% +$2.43M 1.6% 12
2025
Q1 		$4.7M Sell
98,814
-2,158
-2% -$103K 1.17% 15
2024
Q4 		$4.79M Sell
100,972
-2,397
-2% -$114K 1.31% 13
2024
Q3 		$4.98M Buy
103,369
+4,069
+4% +$194K 1.47% 12
2024
Q2 		$4.69M Buy
99,300
+7,205
+8% +$340K 1.52% 12
2024
Q1 		$4.37M Buy
+92,095
New +$4.39M 1.51% 13

Other funds holding SHM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TruNorth Capital Management's SHM Position: Q3 2026 in Review

TruNorth Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 67% in Q3 2026, selling an estimated $6.02M and leaving 62,741 shares worth $2.93M. The position accounts for 0.46% of the portfolio, ranked #23.

TruNorth Capital Management first reported a position in SHM in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.08M in Q2 2026. 46 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • TruNorth Capital Management held 62,741 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.93M as of Q3 2026.
  • TruNorth Capital Management sold 126,544 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $6.02M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.46% of TruNorth Capital Management's portfolio in Q3 2026, its #23 holding.
  • TruNorth Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • TruNorth Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.08M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.