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

AlphaCore Capital’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	–	Sell	-516	Closed	-$24.8K	–	1469
2025 Q4	$24.8K	Hold	516	–	–	﹤0.01%	1235
2025 Q3	$24.9K	Hold	516	–	–	﹤0.01%	933
2025 Q2	$24.7K	Hold	516	–	–	﹤0.01%	893
2025 Q1	$24.6K	Buy	+516	New	+$24.6K	﹤0.01%	644

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AlphaCore Capital's SHM Position: Q1 2026 in Review

AlphaCore Capital sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026, closing a stake of 516 shares — an estimated $24.8K sold.

AlphaCore Capital first reported a position in SHM in Q1 2025 and held it in 4 quarters. The position peaked at $24.9K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

AlphaCore Capital reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 516 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $24.8K.
AlphaCore Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
AlphaCore Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $24.9K in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.