Focus Partners Wealth
SHM icon

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
Q2 		$4.74M Sell
98,851
-1,976
-2% -$94.6K ﹤0.01% 986
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
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

Focus Partners Wealth's SHM Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2% in Q2 2026, selling an estimated $94.6K and leaving 98,851 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Focus Partners Wealth first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.33M in Q4 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Focus Partners Wealth held 98,851 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.74M as of Q2 2026.
  • Focus Partners Wealth sold 1,976 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $94.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #986 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 11 quarters since.
  • Focus Partners Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.33M 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.