Kestra Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Kestra Advisory Services’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	$2.75M	Buy	57,581 +16,506	+40%	+$795K	0.01%	1114
2025 Q4	$1.97M	Buy	41,075 +4,953	+14%	+$238K	0.01%	1211
2025 Q3	$1.74M	Buy	36,122 +10,701	+42%	+$515K	0.01%	1234
2025 Q2	$1.22M	Sell	25,421 -35,193	-58%	-$1.67M	0.01%	1364
2025 Q1	$2.89M	Sell	60,614 -20,447	-25%	-$974K	0.01%	819
2024 Q4	$3.84M	Buy	81,061 +10,960	+16%	+$523K	0.02%	687
2024 Q3	$3.37M	Sell	70,101 -6,026	-8%	-$288K	0.02%	722
2024 Q2	$3.59M	Sell	76,127 -947	-1%	-$44.7K	0.02%	707
2024 Q1	$3.66M	Buy	77,074 +9,133	+13%	+$435K	0.02%	629
2023 Q4	$3.25M	Buy	67,941 +35,573	+110%	+$1.67M	0.03%	607
2023 Q3	$1.5M	Buy	32,368 +14,594	+82%	+$683K	0.01%	803
2023 Q2	$836K	Sell	17,774 -674	-4%	-$31.7K	0.01%	1065
2023 Q1	$877K	Sell	18,448 -88,060	-83%	-$4.16M	0.01%	1006
2022 Q4	$5M	Buy	106,508 +86,729	+438%	+$4.04M	0.04%	437
2022 Q3	$912K	Sell	19,779 -8,960	-31%	-$423K	0.01%	1013
2022 Q2	$1.36M	Buy	28,739 +7,976	+38%	+$375K	0.01%	826
2022 Q1	$983K	Buy	20,763 +725	+4%	+$34.9K	0.01%	974
2021 Q4	$985K	Sell	20,038 -2,364	-11%	-$116K	0.01%	992
2021 Q3	$1.11M	Buy	22,402 +2,587	+13%	+$128K	0.01%	966
2021 Q2	$982K	Buy	19,815 +1,147	+6%	+$56.9K	0.01%	952
2021 Q1	$925K	Sell	18,668 -14,869	-44%	-$739K	0.01%	907
2020 Q4	$1.67M	Buy	33,537 +18,799	+128%	+$936K	0.02%	656
2020 Q3	$735K	Buy	+14,738	New	+$736K	0.01%	719

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

Kestra Advisory Services's SHM Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 40% in Q1 2026, buying an estimated $795K and bringing the position to 57,581 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #1114.

Kestra Advisory Services first reported a position in SHM in Q3 2020 and has held it in 23 quarters since. The position peaked at $5M in Q4 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Kestra Advisory Services held 57,581 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.75M as of Q1 2026.
Kestra Advisory Services bought 16,506 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $795K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1114 holding.
Kestra Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5M in Q4 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.