Voisard Asset Management Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Voisard Asset Management Group’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	$1.37M	Hold	28,545	–	–	0.26%	39
2026 Q1	$1.37M	Hold	28,545	–	–	0.29%	38
2025 Q4	$1.37M	Sell	28,545 -173	-0.6%	-$8.3K	0.3%	35
2025 Q3	$1.38M	Buy	28,718 +4	+0%	+$192	0.32%	31
2025 Q2	$1.37M	Buy	+28,714	New	+$1.36M	0.35%	33

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

Voisard Asset Management Group's SHM Position: Q2 2026 in Review

Voisard Asset Management Group held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 28,545 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #39.

Voisard Asset Management Group first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Voisard Asset Management Group held 28,545 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.37M as of Q2 2026.
Voisard Asset Management Group 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 0.26% of Voisard Asset Management Group's portfolio in Q2 2026, its #39 holding.
Voisard Asset Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Voisard Asset Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.38M in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.