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

KFA Private Wealth Group’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	$355K	Hold	7,426	–	–	0.09%	114
2025 Q4	$356K	Hold	7,426	–	–	0.09%	108
2025 Q3	$358K	Hold	7,426	–	–	0.1%	92
2025 Q2	$355K	Buy	+7,426	New	+$352K	0.11%	93

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

KFA Private Wealth Group's SHM Position: Q1 2026 in Review

KFA Private Wealth Group held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 7,426 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #114.

KFA Private Wealth Group first reported a position in SHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $358K in Q3 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

KFA Private Wealth Group held 7,426 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $355K as of Q1 2026.
KFA Private Wealth Group 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 0.09% of KFA Private Wealth Group's portfolio in Q1 2026, its #114 holding.
KFA Private Wealth Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
KFA Private Wealth Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $358K 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 KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.