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

Journey Strategic 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	$203K	Hold	4,243	–	–	0.01%	767
2025 Q4	$204K	Sell	4,243 -221	-5%	-$10.6K	0.01%	712
2025 Q3	$215K	Hold	4,464	–	–	0.01%	630
2025 Q2	$214K	Hold	4,464	–	–	0.01%	595
2025 Q1	$212K	Hold	4,464	–	–	0.01%	452
2024 Q4	$212K	Buy	+4,464	New	+$213K	0.01%	455
2023 Q1	–	Sell	-4,316	Closed	-$203K	–	282
2022 Q4	$203K	Buy	+4,316	New	+$201K	0.02%	219

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

Journey Strategic Wealth's SHM Position: Q1 2026 in Review

Journey Strategic Wealth held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 4,243 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #767.

Journey Strategic Wealth first reported a position in SHM in Q4 2022 and has held it in 7 quarters since. The position peaked at $215K in Q3 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Journey Strategic Wealth held 4,243 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $203K as of Q1 2026.
Journey Strategic 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 Journey Strategic Wealth's portfolio in Q1 2026, its #767 holding.
Journey Strategic Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 7 quarters since.
Journey Strategic Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $215K 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 Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.