TCM
SHM icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $16.2B AUM 16.34% 1-Year Est. Return