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

Vision Retirement’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 		$13.4K Hold
279
– – ﹤0.01% 402
2026
Q1 		$13.3K Hold
279
– – ﹤0.01% 378
2025
Q4 		$13.4K Buy
+279
New +$13.4K ﹤0.01% 378

Other funds holding SHM

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 $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Vision Retirement's SHM Position: Q2 2026 in Review

Vision Retirement held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 279 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Vision Retirement first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q4 2025. 387 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Vision Retirement held 279 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $13.4K as of Q2 2026.
  • Vision Retirement left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #402 holding.
  • Vision Retirement first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.4K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.