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

Integrated Wealth Concepts’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 		$1.4M Buy
29,360
+16,742
+133% +$807K 0.01% 926
2025
Q4 		$606K Sell
12,618
-21,469
-63% -$1.03M 0.01% 1003
2025
Q3 		$1.64M Sell
34,087
-89,117
-72% -$4.29M 0.01% 754
2025
Q2 		$5.89M Sell
123,204
-20,168
-14% -$957K 0.06% 297
2025
Q1 		$6.82M Buy
143,372
+39,708
+38% +$1.89M 0.08% 248
2024
Q4 		$4.91M Sell
103,664
-87,374
-46% -$4.17M 0.06% 300
2024
Q3 		$9.2M Buy
191,038
+162,389
+567% +$7.75M 0.11% 185
2024
Q2 		$1.35M Sell
28,649
-5,625
-16% -$265K 0.02% 630
2024
Q1 		$1.63M Sell
34,274
-520
-1% -$24.8K 0.02% 581
2023
Q4 		$1.66M Sell
34,794
-19,607
-36% -$920K 0.03% 547
2023
Q3 		$2.51M Sell
54,401
-48,514
-47% -$2.27M 0.04% 377
2023
Q2 		$4.84M Buy
102,915
+60,586
+143% +$2.85M 0.08% 233
2023
Q1 		$2.01M Buy
42,329
+27,194
+180% +$1.28M 0.04% 408
2022
Q4 		$711K Sell
15,135
-9,849
-39% -$458K 0.02% 557
2022
Q3 		$1.15M Buy
24,984
+8,050
+48% +$380K 0.04% 396
2022
Q2 		$800K Buy
+16,934
New +$795K 0.02% 474
2022
Q1 		– Sell
-4,252
Closed -$209K – 1039
2021
Q4 		$209K Buy
4,252
+81
+2% +$3.99K 0.01% 921
2021
Q3 		$206K Buy
+4,171
New +$207K 0.01% 893
2021
Q1 		– Sell
-17,295
Closed -$861K – 766
2020
Q4 		$861K Sell
17,295
-300
-2% -$14.9K 0.04% 280
2020
Q3 		$877K Buy
17,595
+13,013
+284% +$650K 0.05% 233
2020
Q2 		$229K Sell
4,582
-1,234
-21% -$61K 0.02% 459
2020
Q1 		$284K Sell
5,816
-1,190
-17% -$58.2K 0.03% 320
2019
Q4 		$344K Buy
7,006
+10
+0.1% +$490 0.03% 339
2019
Q3 		$343K Buy
6,996
+7
+0.1% +$344 0.04% 283
2019
Q2 		$342K Sell
6,989
-8
-0.1% -$389 0.04% 248
2019
Q1 		$339K Buy
6,997
+1,985
+40% +$95.9K 0.06% 221
2018
Q4 		$241K Buy
+5,012
New +$239K 0.07% 219
2018
Q3 		– Sell
-4,973
Closed -$238K – 260
2018
Q2 		$238K Sell
4,973
-779
-14% -$37.2K 0.08% 187
2018
Q1 		$275K Buy
5,752
+99
+2% +$4.75K 0.11% 153
2017
Q4 		$271K Buy
+5,653
New +$273K 0.12% 146

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Integrated Wealth Concepts's SHM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 133% in Q1 2026, buying an estimated $807K and bringing the position to 29,360 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #926.

Integrated Wealth Concepts first reported a position in SHM in Q4 2017 and has held it in 30 quarters since. The position peaked at $9.2M in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Integrated Wealth Concepts held 29,360 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 16,742 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $807K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #926 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $9.2M in Q3 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.