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

Whitegate Investment Counselors’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
-10,030
Closed -$480K – 77
2026
Q1 		$480K Hold
10,030
– – 0.15% 46
2025
Q4 		$481K Sell
10,030
-3,000
-23% -$144K 0.15% 47
2025
Q3 		$628K Sell
13,030
-3,952
-23% -$190K 0.21% 45
2025
Q2 		$812K Sell
16,982
-6,445
-28% -$306K 0.28% 41
2025
Q1 		$1.12M Sell
23,427
-165
-0.7% -$7.86K 0.4% 35
2024
Q4 		$1.12M Sell
23,592
-400
-2% -$19.1K 0.38% 37
2024
Q3 		$1.15M Sell
23,992
-14,485
-38% -$691K 0.31% 38
2024
Q2 		$1.82M Hold
38,477
– – 0.52% 32
2024
Q1 		$1.83M Sell
38,477
-970
-2% -$46.2K 0.51% 31
2023
Q4 		$1.89M Sell
39,447
-31,495
-44% -$1.48M 0.57% 31
2023
Q3 		$3.28M Sell
70,942
-5,255
-7% -$246K 1.1% 26
2023
Q2 		$3.59M Sell
76,197
-23,140
-23% -$1.09M 1.18% 25
2023
Q1 		$4.72M Buy
99,337
+42,465
+75% +$2.01M 1.53% 20
2022
Q4 		$2.67M Buy
56,872
+8,752
+18% +$407K 0.91% 27
2022
Q3 		$2.22M Buy
48,120
+1,340
+3% +$63.2K 0.84% 29
2022
Q2 		$2.21M Sell
46,780
-13,800
-23% -$648K 0.81% 30
2022
Q1 		$2.87M Sell
60,580
-12,975
-18% -$625K 0.89% 27
2021
Q4 		$3.62M Sell
73,555
-45,135
-38% -$2.22M 1.06% 26
2021
Q3 		$5.86M Buy
118,690
+75
+0.1% +$3.72K 0.83% 38
2021
Q2 		$5.88M Buy
118,615
+59,460
+101% +$2.95M 0.83% 36
2021
Q1 		$2.93M Buy
59,155
+15,100
+34% +$750K 0.45% 61
2020
Q4 		$2.19M Sell
44,055
-12,375
-22% -$616K 0.36% 68
2020
Q3 		$2.81M Sell
56,430
-1,460
-3% -$72.9K 0.51% 56
2020
Q2 		$2.89M Sell
57,890
-40,400
-41% -$2M 0.58% 53
2020
Q1 		$4.81M Buy
98,290
+1,580
+2% +$77.3K 1.17% 29
2019
Q4 		$4.75M Sell
96,710
-5,320
-5% -$261K 0.86% 39
2019
Q3 		$5M Sell
102,030
-3,300
-3% -$162K 0.98% 33
2019
Q2 		$5.15M Sell
105,330
-3,125
-3% -$152K 1.04% 30
2019
Q1 		$5.26M Sell
108,455
-10,675
-9% -$516K 1.09% 30
2018
Q4 		$5.72M Sell
119,130
-18,860
-14% -$900K 1.32% 22
2018
Q3 		$6.58M Sell
137,990
-43,960
-24% -$2.11M 1.34% 21
2018
Q2 		$8.73M Sell
181,950
-2,555
-1% -$122K 1.78% 12
2018
Q1 		$8.82M Sell
184,505
-7,395
-4% -$355K 1.88% 11
2017
Q4 		$9.19M Buy
191,900
+10,765
+6% +$520K 1.92% 11
2017
Q3 		$8.8M Buy
181,135
+1,920
+1% +$93.6K 1.94% 10
2017
Q2 		$8.69M Buy
179,215
+19,540
+12% +$950K 1.96% 10
2017
Q1 		$7.74M Buy
159,675
+145,180
+1,002% +$7.01M 1.86% 11
2016
Q4 		$695K Buy
+14,495
New +$700K 0.19% 96

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $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

Whitegate Investment Counselors's SHM Position: Q2 2026 in Review

Whitegate Investment Counselors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 10,030 shares — an estimated $480K sold.

Whitegate Investment Counselors first reported a position in SHM in Q4 2016 and held it in 38 quarters. The position peaked at $9.19M in Q4 2017. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Whitegate Investment Counselors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,030 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $480K.
  • Whitegate Investment Counselors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 38 quarters.
  • Whitegate Investment Counselors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.19M in Q4 2017.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.