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

Icon Wealth Advisors’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	$348K	Hold	7,271	–	–	0.02%	298
2025 Q4	$349K	Hold	7,271	–	–	0.02%	295
2025 Q3	$351K	Hold	7,271	–	–	0.02%	298
2025 Q2	$348K	Hold	7,271	–	–	0.02%	294
2025 Q1	$346K	Hold	7,271	–	–	0.03%	277
2024 Q4	$345K	Hold	7,271	–	–	0.03%	277
2024 Q3	$350K	Hold	7,271	–	–	0.03%	266
2024 Q2	$346K	Hold	7,271	–	–	0.03%	260
2024 Q1	$345K	Hold	7,271	–	–	0.03%	257
2023 Q4	$347K	Buy	+7,271	New	+$341K	0.04%	243
2022 Q4	$342K	Hold	7,271	–	–	0.04%	233
2022 Q3	$335K	Buy	+7,271	New	+$343K	0.04%	224

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

Icon Wealth Advisors's SHM Position: Q1 2026 in Review

Icon Wealth Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 7,271 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #298.

Icon Wealth Advisors first reported a position in SHM in Q3 2022 and has held it in 12 quarters since. The position peaked at $351K in Q3 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Icon Wealth Advisors held 7,271 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $348K as of Q1 2026.
Icon Wealth Advisors 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 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #298 holding.
Icon Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $351K in Q3 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 Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.