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 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 $1.37T 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

Premier Path Wealth Partners's SHM Position: Q1 2026 in Review

Premier Path Wealth Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.9% in Q1 2026, buying an estimated $56.4K and bringing the position to 24,840 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #138.

Premier Path Wealth Partners first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Premier Path Wealth Partners held 24,840 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.19M as of Q1 2026.
Premier Path Wealth Partners bought 1,170 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $56.4K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Premier Path Wealth Partners's portfolio in Q1 2026, its #138 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 10 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.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.