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

High Note 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	$3.44K	Hold	72	–	–	﹤0.01%	670
2025 Q4	$3.46K	Hold	72	–	–	﹤0.01%	639
2025 Q3	$3.47K	Hold	72	–	–	﹤0.01%	611
2025 Q2	$3.44K	Sell	72 -50	-41%	-$2.37K	﹤0.01%	581
2025 Q1	$5.81K	Sell	122 -100	-45%	-$4.76K	﹤0.01%	367
2024 Q4	$10.5K	Buy	+222	New	+$10.6K	﹤0.01%	291
2022 Q1	–	Sell	-4,783	Closed	-$235K	–	95
2021 Q4	$235K	Sell	4,783 -300	-6%	-$14.8K	0.08%	81
2021 Q3	$236K	Sell	5,083 -100	-2%	-$4.96K	0.09%	80
2021 Q2	$264K	Sell	5,183 -312	-6%	-$15.5K	0.1%	75
2021 Q1	$272K	Buy	5,495 +140	+3%	+$6.96K	0.11%	73
2020 Q4	$266K	Buy	+5,355	New	+$267K	0.11%	71

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

High Note Wealth's SHM Position: Q1 2026 in Review

High Note Wealth held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 72 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

High Note Wealth first reported a position in SHM in Q4 2020 and has held it in 11 quarters since. The position peaked at $272K in Q1 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

High Note Wealth held 72 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.44K as of Q1 2026.
High Note Wealth left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #670 holding.
High Note Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 11 quarters since.
High Note Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $272K in Q1 2021.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.