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 Q1	$674K	Sell	16,906 -13,806	-45%	-$665K	﹤0.01%	1868
2025 Q4	$1.47M	Buy	30,712 +24,068	+362%	+$1.16M	﹤0.01%	1683
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 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

Corient Private Wealth's SHM Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 45% in Q1 2026, selling an estimated $665K and leaving 16,906 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Corient Private Wealth first reported a position in SHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.49M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Corient Private Wealth held 16,906 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $674K as of Q1 2026.
Corient Private Wealth sold 13,806 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $665K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1868 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 13 quarters since.
Corient Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.49M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.