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

Washington Trust’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	–	Sell	-7,009	Closed	-$335K	–	304
2026 Q1	$335K	Hold	7,009	–	–	0.01%	240
2025 Q4	$336K	Sell	7,009 -12,488	-64%	-$599K	0.01%	230
2025 Q3	$940K	Hold	19,497	–	–	0.03%	149
2025 Q2	$933K	Hold	19,497	–	–	0.03%	147
2025 Q1	$928K	Hold	19,497	–	–	0.04%	145
2024 Q4	$924K	Sell	19,497 -796	-4%	-$38K	0.03%	154
2024 Q3	$977K	Sell	20,293 -6,159	-23%	-$294K	0.03%	153
2024 Q2	$1.25M	Buy	26,452 +2,899	+12%	+$137K	0.05%	139
2024 Q1	$1.12M	Buy	23,553 +2,688	+13%	+$128K	0.04%	145
2023 Q4	$997K	Buy	+20,865	New	+$979K	0.04%	152

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

Washington Trust's SHM Position: Q2 2026 in Review

Washington Trust sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 7,009 shares — an estimated $335K sold.

Washington Trust first reported a position in SHM in Q4 2023 and held it in 10 quarters. The position peaked at $1.25M in Q2 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Washington Trust reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Washington Trust sold 7,009 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $335K.
Washington Trust first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 10 quarters.
Washington Trust's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.25M in Q2 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.