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

VestGen Advisors’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	$255K	Buy	5,325 +84	+2%	+$4.02K	0.01%	922
2026 Q1	$250K	Buy	5,241 +46	+0.9%	+$2.22K	0.01%	916
2025 Q4	$249K	Buy	5,195 +46	+0.9%	+$2.21K	0.01%	652
2025 Q3	$248K	Buy	5,149 +34	+0.7%	+$1.64K	0.01%	641
2025 Q2	$245K	Buy	5,115 +11	+0.2%	+$522	0.01%	535
2025 Q1	$243K	Buy	+5,104	New	+$243K	0.01%	504

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

VestGen Advisors's SHM Position: Q2 2026 in Review

VestGen Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.6% in Q2 2026, buying an estimated $4.02K and bringing the position to 5,325 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #922.

VestGen Advisors first reported a position in SHM in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

VestGen Advisors held 5,325 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $255K as of Q2 2026.
VestGen Advisors bought 84 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.02K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #922 holding.
VestGen Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 6 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.