PWM
SHM icon

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

Paulson Wealth Management’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 		$4.88M Sell
102,017
-4,159
-4% -$200K 1.14% 17
2025
Q4 		$5.1M Buy
106,176
+62,750
+144% +$3.01M 1.18% 15
2025
Q3 		$2.09M Sell
43,426
-2,384
-5% -$115K 0.5% 26
2025
Q2 		$2.19M Sell
45,810
-1,691
-4% -$80.2K 0.57% 24
2025
Q1 		$2.26M Sell
47,501
-2,535
-5% -$121K 0.64% 22
2024
Q4 		$2.37M Sell
50,036
-6,969
-12% -$333K 0.65% 24
2024
Q3 		$2.74M Sell
57,005
-21,541
-27% -$1.03M 0.73% 23
2024
Q2 		$3.71M Sell
78,546
-6,251
-7% -$295K 1.08% 17
2024
Q1 		$4.02M Sell
84,797
-6,010
-7% -$286K 1.18% 16
2023
Q4 		$4.34M Sell
90,807
-3,696
-4% -$173K 1.39% 16
2023
Q3 		$4.37M Sell
94,503
-9,450
-9% -$443K 1.53% 14
2023
Q2 		$4.89M Sell
103,953
-14,250
-12% -$671K 1.67% 14
2023
Q1 		$5.62M Sell
118,203
-4,747
-4% -$224K 2.5% 11
2022
Q4 		$5.78M Buy
122,950
+54,579
+80% +$2.54M 2.82% 11
2022
Q3 		$3.15M Buy
+68,371
New +$3.23M 1.7% 11
2021
Q4 		– Sell
-10,507
Closed -$519K – 101
2021
Q3 		$519K Buy
+10,507
New +$521K 0.25% 48
2021
Q1 		– Sell
-4,043
Closed -$201K – 90
2020
Q4 		$201K Sell
4,043
-601
-13% -$29.9K 0.12% 77
2020
Q3 		$232K Sell
4,644
-507
-10% -$25.3K 0.15% 76
2020
Q2 		$257K Sell
5,151
-369
-7% -$18.2K 0.18% 73
2020
Q1 		$271K Buy
+5,520
New +$270K 0.21% 69
2019
Q4 		– Sell
-4,872
Closed -$239K – 109
2019
Q3 		$239K Sell
4,872
-5
-0.1% -$245 0.18% 91
2019
Q2 		$239K Sell
4,877
-297
-6% -$14.4K 0.18% 93
2019
Q1 		$251K Buy
5,174
+213
+4% +$10.3K 0.19% 96
2018
Q4 		$239K Sell
4,961
-2,005
-29% -$95.7K 0.2% 100
2018
Q3 		$331K Sell
6,966
-108
-2% -$5.18K 0.3% 84
2018
Q2 		$339K Sell
7,074
-1,686
-19% -$80.5K 0.33% 73
2018
Q1 		$419K Sell
8,760
-418
-5% -$20K 0.42% 66
2017
Q4 		$440K Buy
+9,178
New +$443K 0.39% 65

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
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

Paulson Wealth Management's SHM Position: Q1 2026 in Review

Paulson Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.9% in Q1 2026, selling an estimated $200K and leaving 102,017 shares worth $4.88M. The position accounts for 1.14% of the portfolio, ranked #17.

Paulson Wealth Management first reported a position in SHM in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.78M in Q4 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Paulson Wealth Management held 102,017 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $4.88M as of Q1 2026.
  • Paulson Wealth Management sold 4,159 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $200K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 1.14% of Paulson Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Paulson Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Paulson Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.78M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.