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Barrett & Company’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Barrett & Company’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 		$22.8K Hold
476
– – 0.01% 388
2025
Q4 		$22.8K Hold
476
– – 0.01% 392
2025
Q3 		$23K Hold
476
– – 0.01% 393
2025
Q2 		$22.8K Hold
476
– – 0.01% 398
2025
Q1 		$22.7K Hold
476
– – 0.01% 362
2024
Q4 		$22.6K Buy
+476
New +$22.7K 0.01% 359

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

Barrett & Company's SHM Position: Q1 2026 in Review

Barrett & Company held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 476 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #388.

Barrett & Company first reported a position in SHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q3 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Barrett & Company held 476 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $22.8K as of Q1 2026.
  • Barrett & Company left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #388 holding.
  • Barrett & Company first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Barrett & Company's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $23K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.