Bartlett & Co Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bartlett & Co 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	$325K	Hold	6,800	–	–	﹤0.01%	392
2025 Q4	$326K	Hold	6,800	–	–	﹤0.01%	390
2025 Q3	$328K	Hold	6,800	–	–	﹤0.01%	392
2025 Q2	$325K	Sell	6,800 -471	-6%	-$22.3K	﹤0.01%	383
2025 Q1	$346K	Hold	7,271	–	–	0.01%	378
2024 Q4	$345K	Hold	7,271	–	–	0.01%	376
2024 Q3	$350K	Sell	7,271 -415	-5%	-$19.8K	0.01%	379
2024 Q2	$363K	Hold	7,686	–	–	0.01%	363
2024 Q1	$365K	Hold	7,686	–	–	0.01%	373
2023 Q4	$368K	Hold	7,686	–	–	0.01%	386
2023 Q3	$355K	Sell	7,686 -29	-0.4%	-$1.36K	0.01%	375
2023 Q2	$363K	Hold	7,715	–	–	0.01%	382
2023 Q1	$367K	Hold	7,715	–	–	0.01%	314
2022 Q4	$362K	Buy	7,715 +6,800	+743%	+$317K	0.01%	320
2022 Q3	$42.2K	Hold	915	–	–	﹤0.01%	588
2022 Q2	$43.2K	Hold	915	–	–	﹤0.01%	592
2022 Q1	$43.3K	Buy	+915	New	+$44.1K	﹤0.01%	605
2021 Q4	–	Sell	-915	Closed	-$45.2K	–	795
2021 Q3	$45.2K	Sell	915 -85	-9%	-$4.21K	﹤0.01%	523
2021 Q2	$49.6K	Hold	1,000	–	–	﹤0.01%	514
2021 Q1	$49.6K	Hold	1,000	–	–	﹤0.01%	541
2020 Q4	$49.8K	Sell	1,000 -400	-29%	-$19.9K	﹤0.01%	527
2020 Q3	$69.8K	Sell	1,400 -60	-4%	-$3K	﹤0.01%	441
2020 Q2	$72.8K	Sell	1,460 -975	-40%	-$48.2K	﹤0.01%	432
2020 Q1	$119K	Buy	2,435 +975	+67%	+$47.7K	﹤0.01%	345
2019 Q4	$71.7K	Hold	1,460	–	–	﹤0.01%	465
2019 Q3	$71.5K	Sell	1,460 -1,787	-55%	-$87.7K	﹤0.01%	447
2019 Q2	$159K	Hold	3,247	–	–	0.01%	274
2019 Q1	$157K	Hold	3,247	–	–	0.01%	270
2018 Q4	$156K	Hold	3,247	–	–	0.01%	265
2018 Q3	$155K	Hold	3,247	–	–	0.01%	282
2018 Q2	$156K	Hold	3,247	–	–	0.01%	279
2018 Q1	$155K	Buy	+3,247	New	+$156K	0.01%	277

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bartlett & Co Wealth Management's SHM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 6,800 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Bartlett & Co Wealth Management first reported a position in SHM in Q1 2018 and has held it in 32 quarters since. The position peaked at $368K in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Bartlett & Co Wealth Management held 6,800 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $325K as of Q1 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q1 2026, its #392 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $368K 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 Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.