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

Linscomb 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	$235K	Hold	4,909	–	–	0.01%	314
2025 Q4	$236K	Hold	4,909	–	–	0.01%	287
2025 Q3	$237K	Hold	4,909	–	–	0.01%	290
2025 Q2	$235K	Hold	4,909	–	–	0.01%	289
2025 Q1	$234K	Hold	4,909	–	–	0.01%	277
2024 Q4	$233K	Hold	4,909	–	–	0.01%	276
2024 Q3	$236K	Hold	4,909	–	–	0.01%	273
2024 Q2	$232K	Buy	+4,909	New	+$231K	0.01%	272

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

Linscomb Wealth's SHM Position: Q1 2026 in Review

Linscomb Wealth held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 4,909 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #314.

Linscomb Wealth first reported a position in SHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $237K in Q3 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Linscomb Wealth held 4,909 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $235K as of Q1 2026.
Linscomb 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 Linscomb Wealth's portfolio in Q1 2026, its #314 holding.
Linscomb Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
Linscomb Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $237K 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 Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.