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

Perigon 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 		$1.35M Buy
28,233
+7,848
+38% +$378K 0.02% 453
2025
Q4 		$978K Buy
20,385
+85
+0.4% +$4.08K 0.02% 559
2025
Q3 		$979K Buy
20,300
+739
+4% +$35.6K 0.02% 516
2025
Q2 		$936K Buy
19,561
+252
+1% +$12K 0.02% 487
2025
Q1 		$919K Buy
19,309
+969
+5% +$46.2K 0.02% 469
2024
Q4 		$870K Sell
18,340
-589
-3% -$28.1K 0.02% 481
2024
Q3 		$911K Sell
18,929
-895
-5% -$42.7K 0.02% 461
2024
Q2 		$936K Sell
19,824
-3,563
-15% -$168K 0.03% 390
2024
Q1 		$1.11M Sell
23,387
-376
-2% -$17.9K 0.03% 350
2023
Q4 		$1.14M Sell
23,763
-3,274
-12% -$154K 0.04% 317
2023
Q3 		$1.25M Sell
27,037
-1,331
-5% -$62.3K 0.05% 272
2023
Q2 		$1.33M Buy
+28,368
New +$1.34M 0.05% 261
2018
Q2 		– Sell
-2,755
Closed -$132K – 532
2018
Q1 		$132K Hold
2,755
– – 0.05% 206
2017
Q4 		$132K Buy
2,755
+130
+5% +$6.28K 0.05% 181
2017
Q3 		$128K Sell
2,625
-625
-19% -$30.5K 0.04% 235
2017
Q2 		$158K Buy
3,250
+1,820
+127% +$88.5K 0.03% 260
2017
Q1 		$69K Hold
1,430
– – 0.01% 355
2016
Q4 		$69K Hold
1,430
– – 0.02% 325
2016
Q3 		$70K Sell
1,430
-2,027
-59% -$99.4K 0.02% 276
2016
Q2 		$170K Buy
+3,457
New +$169K 0.05% 208

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

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

Perigon Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 38% in Q1 2026, buying an estimated $378K and bringing the position to 28,233 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #453.

Perigon Wealth Management first reported a position in SHM in Q2 2016 and has held it in 20 quarters since. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Perigon Wealth Management held 28,233 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.35M as of Q1 2026.
  • Perigon Wealth Management bought 7,848 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $378K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #453 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2016 and has held it in 20 quarters since.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.