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

UMB Bank’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	$11.6M	Sell	241,567 -287,340	-54%	-$13.8M	0.16%	110
2025 Q4	$25.4M	Buy	+528,907	New	+$25.4M	0.34%	64
2023 Q1	–	Sell	-61	Closed	-$3K	–	1780
2022 Q4	$3K	Hold	61	–	–	﹤0.01%	1514
2022 Q3	$3K	Sell	61 -7,833	-99%	-$370K	﹤0.01%	1559
2022 Q2	$373K	Hold	7,894	–	–	0.01%	517
2022 Q1	$374K	Hold	7,894	–	–	﹤0.01%	523
2021 Q4	$388K	Buy	+7,894	New	+$389K	﹤0.01%	528
2016 Q4	–	Sell	-14,015	Closed	-$685K	–	348
2016 Q3	$685K	Buy	14,015 +7,550	+117%	+$370K	0.03%	215
2016 Q2	$317K	Sell	6,465 -3,405	-34%	-$167K	0.01%	280
2016 Q1	$482K	Sell	9,870 -1,543	-14%	-$75.5K	0.02%	239
2015 Q4	$556K	Buy	+11,413	New	+$556K	0.02%	234

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UMB Bank's SHM Position: Q1 2026 in Review

UMB Bank reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 54% in Q1 2026, selling an estimated $13.8M and leaving 241,567 shares worth $11.6M. The position accounts for 0.16% of the portfolio, ranked #110.

UMB Bank first reported a position in SHM in Q4 2015 and has held it in 11 quarters since. The position peaked at $25.4M in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

UMB Bank held 241,567 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $11.6M as of Q1 2026.
UMB Bank sold 287,340 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $13.8M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of UMB Bank's portfolio in Q1 2026, its #110 holding.
UMB Bank first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 11 quarters since.
UMB Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25.4M in Q4 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.