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

Parallel Advisors’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	$319K	Hold	6,673	–	–	0.01%	918
2025 Q4	$320K	Sell	6,673 -250	-4%	-$12K	0.01%	875
2025 Q3	$334K	Hold	6,923	–	–	0.01%	817
2025 Q2	$331K	Sell	6,923 -13,050	-65%	-$619K	0.01%	789
2025 Q1	$951K	Hold	19,973	–	–	0.02%	409
2024 Q4	$947K	Buy	19,973 +13,182	+194%	+$629K	0.02%	416
2024 Q3	$327K	Buy	6,791 +118	+2%	+$5.63K	0.01%	728
2024 Q2	$315K	Sell	6,673 -118	-2%	-$5.56K	0.01%	696
2024 Q1	$322K	Sell	6,791 -118	-2%	-$5.62K	0.01%	680
2023 Q4	$330K	Hold	6,909	–	–	0.01%	620
2023 Q3	$319K	Hold	6,909	–	–	0.01%	610
2023 Q2	$325K	Sell	6,909 -10,244	-60%	-$482K	0.01%	598
2023 Q1	$816K	Sell	17,153 -239	-1%	-$11.3K	0.03%	348
2022 Q4	$817K	Hold	17,392	–	–	0.04%	295
2022 Q3	$802K	Hold	17,392	–	–	0.04%	277
2022 Q2	$822K	Buy	+17,392	New	+$817K	0.04%	277
2022 Q1	–	Sell	-22,194	Closed	-$1.09M	–	3246
2021 Q4	$1.09M	Hold	22,194	–	–	0.04%	257
2021 Q3	$1.1M	Hold	22,194	–	–	0.04%	247
2021 Q2	$1.1M	Hold	22,194	–	–	0.05%	240
2021 Q1	$1.1M	Sell	22,194 -238	-1%	-$11.8K	0.05%	221
2020 Q4	$1.12M	Sell	22,432 -700	-3%	-$34.9K	0.06%	196
2020 Q3	$1.15M	Sell	23,132 -1,062	-4%	-$53K	0.07%	172
2020 Q2	$1.21M	Buy	24,194 +2,000	+9%	+$98.8K	0.08%	157
2020 Q1	$1.08M	Hold	22,194	–	–	0.09%	150
2019 Q4	$1.09M	Buy	22,194 +11,950	+117%	+$586K	0.08%	173
2019 Q3	$502K	Buy	+10,244	New	+$503K	0.04%	265
2018 Q4	–	Sell	-952	Closed	-$45K	–	2263
2018 Q3	$45K	Hold	952	–	–	0.01%	858
2018 Q2	$45K	Hold	952	–	–	0.01%	771
2018 Q1	$46K	Sell	952 -646	-40%	-$31K	0.01%	724
2017 Q4	$77K	Sell	1,598 -397	-20%	-$19.2K	0.01%	567
2017 Q3	$96K	Hold	1,995	–	–	0.02%	493
2017 Q2	$97K	Hold	1,995	–	–	0.02%	485
2017 Q1	$97K	Buy	+1,995	New	+$96.3K	0.02%	456

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

Parallel Advisors's SHM Position: Q1 2026 in Review

Parallel Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 6,673 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #918.

Parallel Advisors first reported a position in SHM in Q1 2017 and has held it in 33 quarters since. The position peaked at $1.21M in Q2 2020. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Parallel Advisors held 6,673 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $319K as of Q1 2026.
Parallel Advisors 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 Parallel Advisors's portfolio in Q1 2026, its #918 holding.
Parallel Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2017 and has held it in 33 quarters since.
Parallel Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.21M in Q2 2020.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.