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

Focus Partners 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	$4.82M	Sell	100,827 -3,796	-4%	-$183K	0.01%	946
2025 Q4	$5.02M	Buy	104,623 +17,190	+20%	+$825K	0.01%	934
2025 Q3	$4.22M	Buy	87,433 +2,372	+3%	+$114K	0.01%	801
2025 Q2	$4.07M	Sell	85,061 -8,290	-9%	-$393K	0.01%	737
2025 Q1	$4.44M	Sell	93,351 -2,600	-3%	-$124K	0.01%	658
2024 Q4	$4.55M	Sell	95,951 -10,814	-10%	-$516K	0.01%	640
2024 Q3	$5.14M	Buy	106,765 +32,523	+44%	+$1.55M	0.02%	554
2024 Q2	$3.5M	Sell	74,242 -9,723	-12%	-$458K	0.01%	558
2024 Q1	$3.98M	Sell	83,965 -27,467	-25%	-$1.31M	0.03%	365
2023 Q4	$5.33M	Buy	+111,432	New	+$5.23M	0.07%	225

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

Focus Partners Wealth's SHM Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.6% in Q1 2026, selling an estimated $183K and leaving 100,827 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #946.

Focus Partners Wealth first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Focus Partners Wealth held 100,827 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.82M as of Q1 2026.
Focus Partners Wealth sold 3,796 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $183K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #946 holding.
Focus Partners Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.33M 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.