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Johnson Financial Group LLC (Colorado)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.26M Sell
26,316
-167
-0.6% -$8.05K 0.08% 49
2025
Q4 		$1.27M Buy
26,483
+8,110
+44% +$389K 0.08% 45
2025
Q3 		$886K Hold
18,373
– – 0.08% 35
2025
Q2 		$879K Sell
18,373
-6,335
-26% -$300K 0.08% 31
2025
Q1 		$1.18M Sell
24,708
-2,992
-11% -$143K 0.12% 31
2024
Q4 		$1.31M Buy
27,700
+19,720
+247% +$941K 0.15% 23
2024
Q3 		$384K Hold
7,980
– – 0.05% 37
2024
Q2 		$377K Sell
7,980
-78,787
-91% -$3.71M 0.05% 34
2024
Q1 		$4.12M Sell
86,767
-14,131
-14% -$673K 0.52% 12
2023
Q4 		$4.82M Buy
100,898
+96,021
+1,969% +$4.5M 0.62% 13
2023
Q3 		$225K Sell
4,877
-43
-0.9% -$2.01K 0.03% 38
2023
Q2 		$231K Buy
4,920
+90
+2% +$4.24K 0.03% 38
2023
Q1 		$230K Buy
+4,830
New +$228K 0.03% 32
2022
Q4 		– Sell
-112,022
Closed -$5.16M – 51
2022
Q3 		$5.16M Buy
112,022
+103,227
+1,174% +$4.87M 0.71% 19
2022
Q2 		$415K Buy
+8,795
New +$413K 0.08% 31
2019
Q1 		– Sell
-13,469
Closed -$647K – 35
2018
Q4 		$647K Buy
+13,469
New +$643K 0.35% 24
2018
Q1 		– Sell
-55,544
Closed -$2.66M – 81
2017
Q4 		$2.66M Buy
+55,544
New +$2.68M 2% 9
2017
Q1 		– Sell
-127,230
Closed -$6.1M – 94
2016
Q4 		$6.1M Buy
+127,230
New +$6.15M 4.89% 6

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

Johnson Financial Group LLC (Colorado)'s SHM Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.63% in Q1 2026, selling an estimated $8.05K and leaving 26,316 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #49.

Johnson Financial Group LLC (Colorado) first reported a position in SHM in Q4 2016 and has held it in 18 quarters since. The position peaked at $6.1M in Q4 2016. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 26,316 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.26M as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) sold 167 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $8.05K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #49 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • Johnson Financial Group LLC (Colorado)'s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.1M in Q4 2016.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.