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

Parcion Private 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	$671K	Hold	14,019	–	–	0.04%	193
2025 Q4	$673K	Buy	+14,019	New	+$673K	0.04%	195
2023 Q1	–	Sell	-22,035	Closed	-$1.04M	–	194
2022 Q4	$1.04M	Sell	22,035 -249,325	-92%	-$11.6M	0.11%	108
2022 Q3	$12.5M	Sell	271,360 -1,434	-0.5%	-$67.7K	1.4%	21
2022 Q2	$13M	Buy	272,794 +15,221	+6%	+$715K	1.28%	23
2022 Q1	$12.2M	Buy	257,573 +57,700	+29%	+$2.78M	1.14%	24
2021 Q4	$9.76M	Buy	199,873 +22,515	+13%	+$1.11M	0.88%	23
2021 Q3	$8.76M	Buy	177,358 +38,287	+28%	+$1.9M	0.78%	29
2021 Q2	$6.89M	Buy	139,071 +48,656	+54%	+$2.41M	0.69%	36
2021 Q1	$4.48M	Buy	90,415 +26,525	+42%	+$1.32M	0.51%	57
2020 Q4	$3.18M	Sell	63,890 -23,395	-27%	-$1.16M	0.42%	57
2020 Q3	$4.35M	Buy	87,285 +66,595	+322%	+$3.33M	0.67%	28
2020 Q2	$1.03M	Buy	+20,690	New	+$1.02M	0.17%	86
2020 Q1	–	Sell	-368,298	Closed	-$18.1M	–	225
2019 Q4	$18.1M	Buy	+368,298	New	+$18.1M	3.95%	4

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

Parcion Private Wealth's SHM Position: Q1 2026 in Review

Parcion Private Wealth held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 14,019 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #193.

Parcion Private Wealth first reported a position in SHM in Q4 2019 and has held it in 14 quarters since. The position peaked at $18.1M in Q4 2019. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Parcion Private Wealth held 14,019 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $671K as of Q1 2026.
Parcion Private 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 0.04% of Parcion Private Wealth's portfolio in Q1 2026, its #193 holding.
Parcion Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 14 quarters since.
Parcion Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $18.1M in Q4 2019.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.