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

Kestra Private Wealth 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
Q2 		$1.63M Sell
33,901
-16,157
-32% -$773K 0.02% 667
2026
Q1 		$2.39M Buy
50,058
+22,564
+82% +$1.09M 0.03% 499
2025
Q4 		$1.32M Buy
27,494
+17,337
+171% +$832K 0.02% 688
2025
Q3 		$490K Buy
10,157
+329
+3% +$15.8K 0.01% 1108
2025
Q2 		$470K Sell
9,828
-5,994
-38% -$284K 0.01% 1065
2025
Q1 		$753K Sell
15,822
-10,033
-39% -$478K 0.01% 787
2024
Q4 		$1.23M Sell
25,855
-17,867
-41% -$853K 0.02% 577
2024
Q3 		$2.1M Sell
43,722
-13,373
-23% -$638K 0.04% 409
2024
Q2 		$2.69M Sell
57,095
-583
-1% -$27.5K 0.05% 320
2024
Q1 		$2.74M Buy
57,678
+10,962
+23% +$522K 0.06% 303
2023
Q4 		$2.23M Buy
46,716
+37,278
+395% +$1.75M 0.06% 326
2023
Q3 		$436K Sell
9,438
-2,338
-20% -$109K 0.01% 714
2023
Q2 		$554K Buy
11,776
+2,111
+22% +$99.4K 0.02% 603
2023
Q1 		$460K Sell
9,665
-716
-7% -$33.8K 0.02% 628
2022
Q4 		$488K Buy
10,381
+5,855
+129% +$273K 0.02% 531
2022
Q3 		$209K Sell
4,526
-1,025
-18% -$48.4K 0.01% 776
2022
Q2 		$262K Sell
5,551
-2,078
-27% -$97.6K 0.02% 698
2022
Q1 		$361K Sell
7,629
-21,697
-74% -$1.05M 0.02% 684
2021
Q4 		$1.44M Buy
29,326
+23,578
+410% +$1.16M 0.07% 300
2021
Q3 		$284K Buy
+5,748
New +$285K 0.02% 730

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Kestra Private Wealth Services's SHM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 32% in Q2 2026, selling an estimated $773K and leaving 33,901 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #667.

Kestra Private Wealth Services first reported a position in SHM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.74M in Q1 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Kestra Private Wealth Services held 33,901 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.63M as of Q2 2026.
  • Kestra Private Wealth Services sold 16,157 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $773K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #667 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.74M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.