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

Keebeck Wealth Management’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	$231K	Hold	4,823	–	–	0.03%	382
2025 Q4	$231K	Sell	4,823 -99	-2%	-$4.75K	0.03%	339
2025 Q3	$237K	Hold	4,922	–	–	0.03%	329
2025 Q2	$235K	Buy	+4,922	New	+$233K	0.03%	313
2024 Q3	–	Sell	-5,664	Closed	-$267K	–	275
2024 Q2	$267K	Sell	5,664 -2,796	-33%	-$132K	0.04%	230
2024 Q1	$401K	Sell	8,460 -982	-10%	-$46.8K	0.06%	203
2023 Q4	$451K	Sell	9,442 -17,869	-65%	-$838K	0.07%	188
2023 Q3	$1.26M	Buy	27,311 +2,779	+11%	+$130K	0.22%	105
2023 Q2	$1.15M	Buy	24,532 +5,777	+31%	+$272K	0.16%	117
2023 Q1	$892K	Buy	18,755 +1,913	+11%	+$90.3K	0.14%	119
2022 Q4	$791K	Sell	16,842 -21,462	-56%	-$999K	0.14%	121
2022 Q3	$1.76M	Buy	38,304 +9,823	+34%	+$463K	0.34%	67
2022 Q2	$1.35M	Buy	28,481 +20,063	+238%	+$942K	0.26%	88
2022 Q1	$398K	Buy	+8,418	New	+$406K	0.07%	179

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

Keebeck Wealth Management's SHM Position: Q1 2026 in Review

Keebeck Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 4,823 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #382.

Keebeck Wealth Management first reported a position in SHM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q3 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Keebeck Wealth Management held 4,823 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $231K as of Q1 2026.
Keebeck Wealth Management 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 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #382 holding.
Keebeck Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
Keebeck Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.76M in Q3 2022.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.