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

&Partners’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	$550K	Buy	11,509 +1,263	+12%	+$60.9K	﹤0.01%	1642
2025 Q4	$492K	Buy	10,246 +1,296	+14%	+$62.2K	﹤0.01%	1616
2025 Q3	$432K	Sell	8,950 -1,479	-14%	-$71.2K	﹤0.01%	1542
2025 Q2	$494K	Sell	10,429 -1,441	-12%	-$68.3K	﹤0.01%	1367
2025 Q1	$564K	Sell	11,870 -1,002	-8%	-$47.7K	0.01%	1079
2024 Q4	$611K	Sell	12,872 -1,634	-11%	-$78K	0.01%	989
2024 Q3	$698K	Buy	14,506 +6,522	+82%	+$311K	0.01%	713
2024 Q2	$377K	Buy	+7,984	New	+$376K	0.02%	637

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

&Partners's SHM Position: Q1 2026 in Review

&Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 12% in Q1 2026, buying an estimated $60.9K and bringing the position to 11,509 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

&Partners first reported a position in SHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $698K in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

&Partners held 11,509 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $550K as of Q1 2026.
&Partners bought 1,263 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $60.9K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1642 holding.
&Partners 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.
&Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $698K in Q3 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.