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

Forefront Wealth Partners’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	$453K	Sell	9,471 -416	-4%	-$20K	0.19%	104
2025 Q4	$474K	Buy	9,887 +922	+10%	+$44.3K	0.22%	88
2025 Q3	$432K	Buy	+8,965	New	+$431K	0.11%	138
2025 Q2	–	Sell	-7,295	Closed	-$347K	–	127
2025 Q1	$347K	Buy	+7,295	New	+$347K	0.24%	82

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

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

Forefront Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.2% in Q1 2026, selling an estimated $20K and leaving 9,471 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #104.

Forefront Wealth Partners first reported a position in SHM in Q1 2025 and has held it in 4 quarters since. The position peaked at $474K in Q4 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Forefront Wealth Partners held 9,471 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $453K as of Q1 2026.
Forefront Wealth Partners sold 416 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $20K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Forefront Wealth Partners's portfolio in Q1 2026, its #104 holding.
Forefront Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
Forefront Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $474K in Q4 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.