AWA
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Alaska Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Alaska Wealth Advisors’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 		$22.3M Buy
467,214
+61,317
+15% +$2.95M 2.68% 12
2025
Q4 		$19.5M Buy
405,897
+29,399
+8% +$1.41M 2.48% 12
2025
Q3 		$18.2M Buy
376,498
+110,620
+42% +$5.32M 2.37% 12
2025
Q2 		$12.7M Sell
265,878
-22,796
-8% -$1.08M 1.82% 14
2025
Q1 		$13.7M Sell
288,674
-15,854
-5% -$755K 2.15% 14
2024
Q4 		$14.4M Buy
304,528
+85,029
+39% +$4.06M 2.24% 12
2024
Q3 		$10.6M Buy
219,499
+16,085
+8% +$768K 1.59% 17
2024
Q2 		$9.6M Buy
203,414
+27,222
+15% +$1.28M 1.49% 17
2024
Q1 		$8.36M Buy
176,192
+60,571
+52% +$2.88M 1.26% 19
2023
Q4 		$5.53M Sell
115,621
-643,445
-85% -$30.2M 0.92% 20
2023
Q3 		$35.1M Buy
759,066
+325,386
+75% +$15.2M 5.59% 6
2023
Q2 		$20.4M Sell
433,680
-16,573
-4% -$780K 3.22% 10
2023
Q1 		$21.4M Buy
450,253
+146
+0% +$6.89K 3.58% 8
2022
Q4 		$21.1M Buy
450,107
+17,978
+4% +$837K 3.79% 8
2022
Q3 		$19.9M Buy
432,129
+4,608
+1% +$217K 3.89% 8
2022
Q2 		$20.2M Buy
427,521
+107,727
+34% +$5.06M 4.04% 7
2022
Q1 		$15.1M Sell
319,794
-21,866
-6% -$1.05M 2.77% 12
2021
Q4 		$16.8M Buy
341,660
+18,088
+6% +$891K 2.98% 11
2021
Q3 		$16M Buy
323,572
+10,069
+3% +$499K 3.07% 10
2021
Q2 		$15.5M Sell
313,503
-19,641
-6% -$974K 3.03% 11
2021
Q1 		$16.5M Sell
333,144
-268,753
-45% -$13.4M 3.26% 10
2020
Q4 		$30M Buy
601,897
+41,522
+7% +$2.07M 6.11% 6
2020
Q3 		$27.9M Buy
560,375
+69,880
+14% +$3.49M 6.16% 6
2020
Q2 		$24.5M Buy
490,495
+246,139
+101% +$12.2M 5.77% 6
2020
Q1 		$11.9M Sell
244,356
-312,215
-56% -$15.3M 3.31% 10
2019
Q4 		$27.3M Buy
556,571
+472,096
+559% +$23.1M 4.36% 10
2019
Q3 		$4.14M Sell
84,475
-540,633
-86% -$26.5M 0.5% 20
2019
Q2 		$30.3M Hold
625,108
– – 3.24% 10
2019
Q1 		$30.3M Buy
625,108
+124,925
+25% +$6.03M 3.24% 10
2018
Q4 		$24M Buy
500,183
+21,577
+5% +$1.03M 7.47% 4
2018
Q3 		$22.8M Buy
478,606
+183,776
+62% +$8.81M 6.87% 5
2018
Q2 		$14.1M Buy
294,830
+26,512
+10% +$1.27M 4.53% 8
2018
Q1 		$12.8M Buy
268,318
+12,230
+5% +$586K 4.45% 8
2017
Q4 		$12.3M Buy
+256,088
New +$12.4M 4.43% 9

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

Alaska Wealth Advisors's SHM Position: Q1 2026 in Review

Alaska Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q1 2026, buying an estimated $2.95M and bringing the position to 467,214 shares worth $22.3M. The position accounts for 2.68% of the portfolio, ranked #12.

Alaska Wealth Advisors first reported a position in SHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $35.1M in Q3 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Alaska Wealth Advisors held 467,214 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $22.3M as of Q1 2026.
  • Alaska Wealth Advisors bought 61,317 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $2.95M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 2.68% of Alaska Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Alaska Wealth Advisors 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.
  • Alaska Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $35.1M in Q3 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 Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.