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

Horizon Family 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	$2.44M	Buy	51,062 +6,989	+16%	+$337K	1.29%	22
2025 Q4	$2.12M	Sell	44,073 -2,232	-5%	-$107K	1.13%	24
2025 Q3	$2.23M	Buy	46,305 +854	+2%	+$41.1K	1.28%	20
2025 Q2	$2.17M	Sell	45,451 -31,752	-41%	-$1.51M	1.33%	18
2025 Q1	$3.67M	Buy	77,203 +27,885	+57%	+$1.33M	2.45%	12
2024 Q4	$2.34M	Buy	49,318 +2,822	+6%	+$135K	1.55%	14
2024 Q3	$2.24M	Buy	46,496 +956	+2%	+$45.6K	1.6%	14
2024 Q2	$2.15M	Buy	45,540 +27,636	+154%	+$1.3M	1.64%	12
2024 Q1	$849K	Buy	+17,904	New	+$853K	0.65%	27

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

Horizon Family Wealth's SHM Position: Q1 2026 in Review

Horizon Family Wealth increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 16% in Q1 2026, buying an estimated $337K and bringing the position to 51,062 shares worth $2.44M. The position accounts for 1.29% of the portfolio, ranked #22.

Horizon Family Wealth first reported a position in SHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.67M in Q1 2025. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Horizon Family Wealth held 51,062 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.44M as of Q1 2026.
Horizon Family Wealth bought 6,989 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $337K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.29% of Horizon Family Wealth's portfolio in Q1 2026, its #22 holding.
Horizon Family Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Horizon Family Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.67M in Q1 2025.
395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.