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Vista Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Vista Investment Management’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 		$895K Hold
18,715
– – 0.3% 93
2025
Q4 		$898K Hold
18,715
– – 0.3% 91
2025
Q3 		$902K Buy
18,715
+8,394
+81% +$404K 0.31% 92
2025
Q2 		$494K Hold
10,321
– – 0.18% 119
2025
Q1 		$491K Hold
10,321
– – 0.19% 117
2024
Q4 		$489K Sell
10,321
-994
-9% -$47.4K 0.19% 119
2024
Q3 		$545K Buy
11,315
+525
+5% +$25.1K 0.21% 113
2024
Q2 		$509K Sell
10,790
-8,200
-43% -$387K 0.21% 114
2024
Q1 		$901K Buy
18,990
+820
+5% +$39.1K 0.37% 79
2023
Q4 		$868K Sell
18,170
-800
-4% -$37.5K 0.4% 78
2023
Q3 		$877K Sell
18,970
-2,450
-11% -$115K 0.46% 72
2023
Q2 		$1.01M Buy
21,420
+248
+1% +$11.7K 0.51% 63
2023
Q1 		$1.01M Sell
21,172
-968
-4% -$45.7K 0.53% 62
2022
Q4 		$1.04M Buy
22,140
+715
+3% +$33.3K 0.59% 57
2022
Q3 		$987K Sell
21,425
-1,124
-5% -$53K 0.61% 56
2022
Q2 		$1.07M Buy
22,549
+429
+2% +$20.1K 0.64% 48
2022
Q1 		$1.05M Buy
22,120
+11,630
+111% +$561K 0.57% 59
2021
Q4 		$516K Sell
10,490
-2,599
-20% -$128K 0.28% 93
2021
Q3 		$647K Buy
13,089
+1,302
+11% +$64.6K 0.38% 81
2021
Q2 		$584K Buy
11,787
+5,712
+94% +$283K 0.34% 91
2021
Q1 		$301K Sell
6,075
-786
-11% -$39K 0.19% 125
2020
Q4 		$342K Buy
6,861
+1
+0% +$50 0.23% 111
2020
Q3 		$342K Sell
6,860
-2,107
-23% -$105K 0.26% 105
2020
Q2 		$447K Buy
8,967
+2,056
+30% +$102K 0.38% 83
2020
Q1 		$338K Sell
6,911
-5,430
-44% -$266K 0.35% 88
2019
Q4 		$606K Sell
12,341
-782
-6% -$38.3K 0.46% 78
2019
Q3 		$643K Sell
13,123
-3,189
-20% -$157K 0.53% 68
2019
Q2 		$798K Sell
16,312
-5,236
-24% -$255K 0.68% 52
2019
Q1 		$1.04M Sell
21,548
-1,072
-5% -$51.8K 0.92% 36
2018
Q4 		$1.09M Buy
22,620
+934
+4% +$44.6K 1.12% 30
2018
Q3 		$1.03M Sell
21,686
-113
-0.5% -$5.42K 0.91% 39
2018
Q2 		$1.05M Sell
21,799
-1,001
-4% -$47.8K 1.02% 33
2018
Q1 		$1.09M Sell
22,800
-2,807
-11% -$135K 1.14% 29
2017
Q4 		$1.23M Buy
+25,607
New +$1.24M 1.28% 24

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Vista Investment Management's SHM Position: Q1 2026 in Review

Vista Investment Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 18,715 shares worth $895K. The position accounts for 0.3% of the portfolio, ranked #93.

Vista Investment Management first reported a position in SHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q4 2017. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Vista Investment Management held 18,715 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $895K as of Q1 2026.
  • Vista Investment Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.3% of Vista Investment Management's portfolio in Q1 2026, its #93 holding.
  • Vista Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.23M in Q4 2017.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.