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 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

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

TruNorth Capital Management's SHM Position: Q2 2026 in Review

TruNorth Capital Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7% in Q2 2026, buying an estimated $589K and bringing the position to 189,285 shares worth $9.08M. The position accounts for 1.46% of the portfolio, ranked #13.

TruNorth Capital Management first reported a position in SHM in Q1 2024 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

TruNorth Capital Management held 189,285 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.08M as of Q2 2026.
TruNorth Capital Management bought 12,313 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $589K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.46% of TruNorth Capital Management's portfolio in Q2 2026, its #13 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 10 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.