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 Q2	$8.92M	Sell	186,016 -55,551	-23%	-$2.66M	0.11%	131
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 $1.55T 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

UMB Bank's SHM Position: Q2 2026 in Review

UMB Bank reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 23% in Q2 2026, selling an estimated $2.66M and leaving 186,016 shares worth $8.92M. The position accounts for 0.11% of the portfolio, ranked #131.

UMB Bank first reported a position in SHM in Q4 2015 and has held it in 12 quarters since. The position peaked at $25.4M in Q4 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

UMB Bank held 186,016 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $8.92M as of Q2 2026.
UMB Bank sold 55,551 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.66M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.11% of UMB Bank's portfolio in Q2 2026, its #131 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 12 quarters since.
UMB Bank's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25.4M in Q4 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.