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

Premier Path Wealth 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 Q2	$1.37M	Buy	28,613 +3,773	+15%	+$181K	0.16%	137
2026 Q1	$1.19M	Buy	24,840 +1,170	+5%	+$56.4K	0.15%	138
2025 Q4	$1.14M	Sell	23,670 -2,966	-11%	-$142K	0.15%	133
2025 Q3	$1.28M	Sell	26,636 -13,444	-34%	-$647K	0.17%	133
2025 Q2	$1.92M	Sell	40,080 -3,240	-7%	-$154K	0.27%	87
2025 Q1	$2.06M	Sell	43,320 -1,649	-4%	-$78.5K	0.32%	74
2024 Q4	$2.13M	Sell	44,969 -1,388	-3%	-$66.3K	0.32%	70
2024 Q3	$2.23M	Sell	46,357 -588	-1%	-$28.1K	0.35%	67
2024 Q2	$2.22M	Buy	46,945 +4,768	+11%	+$225K	0.38%	62
2024 Q1	$2.02M	Buy	42,177 +7,388	+21%	+$352K	0.38%	68
2023 Q4	$1.64M	Buy	+34,789	New	+$1.63M	0.36%	61

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Premier Path Wealth Partners's SHM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, buying an estimated $181K and bringing the position to 28,613 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #137.

Premier Path Wealth Partners first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q3 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Premier Path Wealth Partners held 28,613 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.37M as of Q2 2026.
Premier Path Wealth Partners bought 3,773 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $181K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #137 holding.
Premier Path Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.23M in Q3 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.