Focus Partners Advisor Solutions’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Focus Partners Advisor Solutions’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	$2.49M	Buy	52,012 +249	+0.5%	+$11.9K	0.02%	320
2026 Q1	$2.48M	Buy	+51,763	New	+$2.49M	0.02%	307
2025 Q3	–	Sell	-52,820	Closed	-$2.53M	–	1269
2025 Q2	$2.53M	Sell	52,820 -4,435	-8%	-$210K	0.03%	241
2025 Q1	$2.73M	Buy	57,255 +801	+1%	+$38.2K	0.04%	207
2024 Q4	$2.68M	Buy	56,454 +2,738	+5%	+$131K	0.05%	181
2024 Q3	$2.59M	Buy	+53,716	New	+$2.56M	0.05%	167
2024 Q1	–	Sell	-45,376	Closed	-$2.17M	–	634
2023 Q4	$2.17M	Sell	45,376 -5,217	-10%	-$245K	0.1%	94
2023 Q3	$2.34M	Sell	50,593 -53	-0.1%	-$2.48K	0.11%	88
2023 Q2	$2.38M	Buy	50,646 +462	+0.9%	+$21.8K	0.13%	74
2023 Q1	$2.39M	Sell	50,184 -2,129	-4%	-$101K	0.15%	63
2022 Q4	$2.46M	Sell	52,313 -9,572	-15%	-$446K	0.19%	68
2022 Q3	$2.85M	Buy	61,885 +895	+1%	+$42.2K	0.17%	68
2022 Q2	$2.88M	Buy	60,990 +49,840	+447%	+$2.34M	0.24%	56
2022 Q1	$527K	Buy	+11,150	New	+$537K	0.05%	167

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Focus Partners Advisor Solutions's SHM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.48% in Q2 2026, buying an estimated $11.9K and bringing the position to 52,012 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #320.

Focus Partners Advisor Solutions first reported a position in SHM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q2 2022. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Focus Partners Advisor Solutions held 52,012 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.49M as of Q2 2026.
Focus Partners Advisor Solutions bought 249 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $11.9K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #320 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
Focus Partners Advisor Solutions's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.88M in Q2 2022.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.