UBS AM
SHM icon

UBS AM’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

UBS AM’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 		$38.2K Sell
796
-45,708
-98% -$2.19M ﹤0.01% 2995
2026
Q1 		$2.22M Buy
46,504
+31,471
+209% +$1.52M ﹤0.01% 1997
2025
Q4 		$721K Buy
+15,033
New +$722K ﹤0.01% 2242
2019
Q4 		– Sell
-131,015
Closed -$6.42M – 2784
2019
Q3 		$6.42M Sell
131,015
-3,487
-3% -$171K ﹤0.01% 1110
2019
Q2 		$6.58M Buy
134,502
+13,466
+11% +$655K ﹤0.01% 1102
2019
Q1 		$5.87M Buy
121,036
+23,588
+24% +$1.14M ﹤0.01% 1092
2018
Q4 		$4.68M Buy
97,448
+29,813
+44% +$1.42M ﹤0.01% 1118
2018
Q3 		$3.23M Buy
67,635
+10,880
+19% +$522K ﹤0.01% 1303
2018
Q2 		$2.72M Buy
56,755
+8,186
+17% +$391K ﹤0.01% 1381
2018
Q1 		$2.32M Buy
48,569
+19,512
+67% +$936K ﹤0.01% 1406
2017
Q4 		$1.39M Buy
29,057
+29,008
+59,200% +$1.4M ﹤0.01% 1599
2017
Q3 		$2.38K Sell
49
-32,459
-100% -$1.58M ﹤0.01% 2500
2017
Q2 		$1.58M Buy
32,508
+16,782
+107% +$816K ﹤0.01% 1453
2017
Q1 		$762K Buy
15,726
+15,665
+25,680% +$756K ﹤0.01% 1731
2016
Q4 		$3K Buy
+61
New +$2.95K ﹤0.01% 2433
2015
Q1 		– Hold
0
– – – 1810
2014
Q4 		– Hold
0
– – – 1701
2014
Q3 		– Hold
0
– – – 1865
2014
Q2 		– Hold
0
– – – 1718
2014
Q1 		– Hold
0
– – – 2073
2013
Q4 		– Hold
0
– – – 2053

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

UBS AM's SHM Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 98% in Q2 2026, selling an estimated $2.19M and leaving 796 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

UBS AM first reported a position in SHM in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.58M in Q2 2019. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • UBS AM held 796 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $38.2K as of Q2 2026.
  • UBS AM sold 45,708 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.19M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2995 holding.
  • UBS AM first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.58M in Q2 2019.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.