AF
SHM icon

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

Allworth Financial’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 		$9.18M Sell
191,828
-5,908
-3% -$285K 0.04% 262
2025
Q4 		$9.49M Sell
197,736
-15,807
-7% -$759K 0.04% 236
2025
Q3 		$10.3M Sell
213,543
-5,249
-2% -$253K 0.05% 206
2025
Q2 		$10.5M Sell
218,792
-5,310
-2% -$252K 0.05% 194
2025
Q1 		$10.6M Sell
224,102
-15,553
-6% -$741K 0.06% 167
2024
Q4 		$11.4M Sell
239,655
-24,824
-9% -$1.18M 0.06% 160
2024
Q3 		$12.7M Sell
264,479
-13,225
-5% -$631K 0.08% 124
2024
Q2 		$13.2M Buy
277,704
+3,274
+1% +$154K 0.09% 117
2024
Q1 		$13M Sell
274,430
-5,316
-2% -$253K 0.09% 100
2023
Q4 		$13.4M Buy
279,746
+6,517
+2% +$306K 0.1% 90
2023
Q3 		$12.6M Buy
273,229
+10,528
+4% +$493K 0.11% 82
2023
Q2 		$12.4M Buy
262,701
+3,212
+1% +$151K 0.1% 79
2023
Q1 		$12.3M Buy
259,489
+47,201
+22% +$2.23M 0.12% 86
2022
Q4 		$9.97M Buy
212,288
+15,018
+8% +$699K 0.11% 93
2022
Q3 		$9.09M Buy
197,270
+101,545
+106% +$4.79M 0.11% 90
2022
Q2 		$4.52M Sell
95,725
-4,446
-4% -$209K 0.06% 142
2022
Q1 		$4.74M Sell
100,171
-22,356
-18% -$1.08M 0.06% 143
2021
Q4 		$6.03M Sell
122,527
-2,073
-2% -$102K 0.09% 104
2021
Q3 		$6.16M Buy
124,600
+40,022
+47% +$1.98M 0.1% 86
2021
Q2 		$4.19M Sell
84,578
-6,249
-7% -$310K 0.08% 95
2021
Q1 		$4.5M Sell
90,827
-4,004
-4% -$199K 0.09% 79
2020
Q4 		$4.72M Sell
94,831
-3,166
-3% -$158K 0.12% 56
2020
Q3 		$4.89M Sell
97,997
-17,080
-15% -$853K 0.15% 44
2020
Q2 		$5.74M Buy
115,077
+19,091
+20% +$943K 0.18% 43
2020
Q1 		$4.69M Sell
95,986
-14,700
-13% -$719K 0.16% 49
2019
Q4 		$5.44M Sell
110,686
-50,175
-31% -$2.46M 0.19% 38
2019
Q3 		$7.88M Sell
160,861
-85,598
-35% -$4.2M 0.3% 30
2019
Q2 		$12.1M Buy
246,459
+4,705
+2% +$229K 0.47% 27
2019
Q1 		$11.7M Buy
241,754
+31,163
+15% +$1.5M 0.51% 25
2018
Q4 		$10.1M Sell
210,591
-23,106
-10% -$1.1M 0.5% 25
2018
Q3 		$11.1M Buy
233,697
+24,064
+11% +$1.15M 0.5% 25
2018
Q2 		$10.1M Buy
209,633
+35,554
+20% +$1.7M 0.48% 28
2018
Q1 		$8.32M Buy
174,079
+7,838
+5% +$376K 0.64% 11
2017
Q4 		$7.96M Buy
166,241
+9,622
+6% +$465K 0.62% 10
2017
Q3 		$7.61M Buy
156,619
+13,475
+9% +$657K 0.63% 12
2017
Q2 		$6.94M Buy
143,144
+20,901
+17% +$1.02M 0.61% 12
2017
Q1 		$5.92M Buy
122,243
+25,867
+27% +$1.25M 0.56% 12
2016
Q4 		$4.62M Buy
96,376
+2,005
+2% +$96.8K 0.47% 15
2016
Q3 		$4.61M Buy
94,371
+1,521
+2% +$74.6K 0.48% 15
2016
Q2 		$4.56M Buy
92,850
+30,946
+50% +$1.51M 0.51% 15
2016
Q1 		$3.02M Buy
61,904
+15,819
+34% +$774K 0.38% 21
2015
Q4 		$2.25M Buy
+46,085
New +$2.25M 0.41% 23

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

Allworth Financial's SHM Position: Q1 2026 in Review

Allworth Financial reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3% in Q1 2026, selling an estimated $285K and leaving 191,828 shares worth $9.18M. The position accounts for 0.04% of the portfolio, ranked #262.

Allworth Financial first reported a position in SHM in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.4M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Allworth Financial held 191,828 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.18M as of Q1 2026.
  • Allworth Financial sold 5,908 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $285K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Allworth Financial's portfolio in Q1 2026, its #262 holding.
  • Allworth Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • Allworth Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.4M in Q4 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 Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.