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TS Financial Group (TSFG)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TS Financial Group (TSFG)’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 		– Sell
-45
Closed -$2K – 875
2025
Q4 		$2K Buy
+45
New +$2.16K ﹤0.01% 751

Other funds holding SHM

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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 $424B AUM 22.94% 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

TS Financial Group (TSFG)'s SHM Position: Q1 2026 in Review

TS Financial Group (TSFG) sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 45 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in SHM in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • TS Financial Group (TSFG) reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 45 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $2K.
  • TS Financial Group (TSFG) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.