Corient Private Wealth
SHM icon

Corient Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Corient Private Wealth’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
Q2 		$555K Sell
11,578
-5,328
-32% -$255K ﹤0.01% 2151
2026
Q1 		$674K Buy
16,906
+1,550
+10% +$74.7K ﹤0.01% 1868
2025
Q4 		$737K Buy
15,356
+8,712
+131% +$418K ﹤0.01% 1660
2025
Q3 		$320K Sell
6,644
-706
-10% -$34K ﹤0.01% 2078
2025
Q2 		$352K Buy
+7,350
New +$349K ﹤0.01% 1901
2025
Q1 		– Sell
-12,416
Closed -$588K – 2428
2024
Q4 		$588K Sell
12,416
-17,362
-58% -$829K ﹤0.01% 1527
2024
Q3 		$1.43M Sell
29,778
-22,619
-43% -$1.08M ﹤0.01% 1244
2024
Q2 		$2.47M Buy
52,397
+942
+2% +$44.4K ﹤0.01% 937
2024
Q1 		$2.44M Sell
51,455
-623
-1% -$29.7K ﹤0.01% 939
2023
Q4 		$2.49M Buy
52,078
+46,836
+893% +$2.2M ﹤0.01% 907
2023
Q3 		$242K Buy
5,242
+2
+0% +$94 ﹤0.01% 1837
2023
Q2 		$247K Buy
5,240
+2
+0% +$94 ﹤0.01% 1788
2023
Q1 		$249K Buy
5,238
+204
+4% +$9.63K ﹤0.01% 1695
2022
Q4 		$236K Buy
+5,034
New +$234K ﹤0.01% 1430

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Corient Private Wealth's SHM Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 32% in Q2 2026, selling an estimated $255K and leaving 11,578 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Corient Private Wealth first reported a position in SHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Corient Private Wealth held 11,578 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $555K as of Q2 2026.
  • Corient Private Wealth sold 5,328 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $255K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2151 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.49M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.