AWM
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AE Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

AE Wealth 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 		$1.13M Sell
23,619
-9,117
-28% -$439K 0.01% 810
2025
Q4 		$1.57M Sell
32,736
-312
-0.9% -$15K 0.01% 680
2025
Q3 		$1.59M Buy
33,048
+2,712
+9% +$131K 0.01% 626
2025
Q2 		$1.45M Buy
30,336
+7,969
+36% +$378K 0.01% 622
2025
Q1 		$1.06M Buy
22,367
+2,816
+14% +$134K 0.01% 690
2024
Q4 		$927K Buy
19,551
+601
+3% +$28.7K 0.01% 717
2024
Q3 		$912K Sell
18,950
-1,200
-6% -$57.3K 0.01% 714
2024
Q2 		$951K Sell
20,150
-9,427
-32% -$444K 0.01% 713
2024
Q1 		$1.4M Sell
29,577
-31,464
-52% -$1.5M 0.02% 582
2023
Q4 		$2.9M Sell
61,041
-6,707
-10% -$315K 0.01% 777
2023
Q3 		$3.13M Sell
67,748
-798
-1% -$37.4K 0.02% 694
2023
Q2 		$3.23M Buy
68,546
+35,151
+105% +$1.66M 0.02% 684
2023
Q1 		$1.59M Sell
33,395
-20,524
-38% -$969K 0.01% 879
2022
Q4 		$2.53M Sell
53,919
-13,399
-20% -$624K 0.02% 664
2022
Q3 		$3.1M Buy
67,318
+52,145
+344% +$2.46M 0.02% 560
2022
Q2 		$717K Sell
15,173
-1,330
-8% -$62.5K 0.01% 1013
2022
Q1 		$781K Buy
16,503
+1,222
+8% +$58.9K 0.01% 1021
2021
Q4 		$752K Sell
15,281
-485
-3% -$23.9K 0.01% 1070
2021
Q3 		$779K Buy
15,766
+1,346
+9% +$66.7K 0.01% 958
2021
Q2 		$715K Buy
14,420
+1,185
+9% +$58.8K 0.01% 972
2021
Q1 		$656K Buy
13,235
+3,310
+33% +$164K 0.01% 909
2020
Q4 		$494K Buy
9,925
+904
+10% +$45K 0.01% 966
2020
Q3 		$450K Buy
9,021
+3,358
+59% +$168K 0.01% 912
2020
Q2 		$282K Buy
5,663
+76
+1% +$3.75K ﹤0.01% 1042
2020
Q1 		$273K Sell
5,587
-166
-3% -$8.12K 0.01% 904
2019
Q4 		$283K Buy
5,753
+249
+5% +$12.2K 0.01% 921
2019
Q3 		$270K Sell
5,504
-171
-3% -$8.39K 0.01% 822
2019
Q2 		$278K Buy
5,675
+23
+0.4% +$1.12K 0.01% 784
2019
Q1 		$274K Sell
5,652
-10
-0.2% -$483 0.02% 491
2018
Q4 		$272K Buy
5,662
+10
+0.2% +$477 0.05% 367
2018
Q3 		$270K Buy
5,652
+216
+4% +$10.4K 0.01% 476
2018
Q2 		$261K Sell
5,436
-689
-11% -$32.9K 0.02% 364
2018
Q1 		$293K Hold
6,125
– – 0.02% 331
2017
Q4 		$293K Sell
6,125
-3,600
-37% -$174K 0.03% 323
2017
Q3 		$473K Hold
9,725
– – 0.04% 241
2017
Q2 		$472K Buy
9,725
+649
+7% +$31.6K 0.06% 234
2017
Q1 		$440K Buy
+9,076
New +$438K 0.08% 183

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

AE Wealth Management's SHM Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 28% in Q1 2026, selling an estimated $439K and leaving 23,619 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #810.

AE Wealth Management first reported a position in SHM in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.23M in Q2 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • AE Wealth Management held 23,619 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.13M as of Q1 2026.
  • AE Wealth Management sold 9,117 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $439K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #810 holding.
  • AE Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.23M in Q2 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.