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Regal Investment Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Regal Investment Advisors’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 		$2.21M Buy
46,307
+1,023
+2% +$49.3K 0.13% 185
2025
Q4 		$2.17M Buy
45,284
+1,807
+4% +$86.7K 0.13% 179
2025
Q3 		$2.1M Buy
43,477
+1,774
+4% +$85.4K 0.14% 173
2025
Q2 		$1.99M Buy
41,703
+1,373
+3% +$65.1K 0.15% 152
2025
Q1 		$1.92M Buy
40,330
+1,134
+3% +$54K 0.16% 155
2024
Q4 		$1.86M Sell
39,196
-471
-1% -$22.5K 0.14% 168
2024
Q3 		$1.91M Buy
39,667
+1,435
+4% +$68.5K 0.13% 176
2024
Q2 		$1.8M Buy
38,232
+57
+0.1% +$2.69K 0.12% 189
2024
Q1 		$1.81M Sell
38,175
-77
-0.2% -$3.67K 0.12% 183
2023
Q4 		$1.83M Buy
38,252
+1,107
+3% +$51.9K 0.14% 167
2023
Q3 		$1.72M Buy
37,145
+196
+0.5% +$9.18K 0.14% 163
2023
Q2 		$1.74M Buy
36,949
+8,735
+31% +$411K 0.15% 156
2023
Q1 		$1.34M Sell
28,214
-2,072
-7% -$97.9K 0.12% 173
2022
Q4 		$1.42M Buy
30,286
+736
+2% +$34.3K 0.14% 153
2022
Q3 		$1.36M Buy
29,550
+1,242
+4% +$58.6K 0.14% 144
2022
Q2 		$1.34M Buy
28,308
+3,329
+13% +$156K 0.14% 149
2022
Q1 		$1.18M Buy
24,979
+226
+0.9% +$10.9K 0.11% 189
2021
Q4 		$1.22M Buy
24,753
+2,017
+9% +$99.4K 0.11% 208
2021
Q3 		$1.12M Buy
22,736
+443
+2% +$22K 0.11% 206
2021
Q2 		$1.1M Buy
22,293
+1,007
+5% +$49.9K 0.11% 194
2021
Q1 		$1.05M Sell
21,286
-808
-4% -$40.1K 1.07% 23
2020
Q4 		$1.1M Buy
22,094
+1,197
+6% +$59.6K 0.12% 166
2020
Q3 		$1.04M Sell
20,897
-264
-1% -$13.2K 1.23% 22
2020
Q2 		$1.05M Buy
21,161
+1,488
+8% +$73.5K 0.19% 115
2020
Q1 		$962K Sell
19,673
-754
-4% -$36.9K 1.41% 20
2019
Q4 		$1M Buy
20,427
+868
+4% +$42.6K 0.18% 130
2019
Q3 		$958K Buy
19,559
+328
+2% +$16.1K 0.19% 136
2019
Q2 		$941K Buy
19,231
+536
+3% +$26.1K 0.18% 137
2019
Q1 		$906K Sell
18,695
-730
-4% -$35.3K 0.18% 134
2018
Q4 		$934K Buy
19,425
+2,607
+16% +$124K 0.2% 129
2018
Q3 		$802K Sell
16,818
-19
-0.1% -$911 0.17% 149
2018
Q2 		$808K Buy
16,837
+738
+5% +$35.3K 0.25% 125
2018
Q1 		$770K Sell
16,099
-168
-1% -$8.06K 0.17% 143
2017
Q4 		$779K Buy
16,267
+992
+6% +$47.9K 0.17% 142
2017
Q3 		$742K Buy
15,275
+436
+3% +$21.3K 0.17% 144
2017
Q2 		$720K Buy
14,839
+521
+4% +$25.3K 0.18% 136
2017
Q1 		$694K Buy
14,318
+204
+1% +$9.85K 0.18% 137
2016
Q4 		$677K Buy
14,114
+2,087
+17% +$101K 0.19% 137
2016
Q3 		$588K Buy
12,027
+5
+0% +$245 0.17% 152
2016
Q2 		$590K Buy
12,022
+386
+3% +$18.9K 0.16% 146
2016
Q1 		$568K Buy
11,636
+82
+0.7% +$4.01K 0.15% 139
2015
Q4 		$562K Buy
11,554
+2,756
+31% +$134K 0.15% 143
2015
Q3 		$428K Buy
8,798
+876
+11% +$42.6K 0.11% 160
2015
Q2 		$384K Buy
7,922
+504
+7% +$24.4K 0.1% 174
2015
Q1 		$361K Buy
7,418
+714
+11% +$34.8K 0.09% 185
2014
Q4 		$326K Buy
6,704
+4,783
+249% +$233K 0.09% 178
2014
Q3 		$94K Buy
1,921
+910
+90% +$44.4K 0.03% 312
2014
Q2 		$49K Buy
1,011
+1
+0.1% +$49 0.02% 393
2014
Q1 		$49K Buy
+1,010
New +$49.2K 0.02% 348
2013
Q4 		– Sell
-1,617
Closed -$78K – 941
2013
Q3 		$78K Sell
1,617
-1,304
-45% -$62.8K 0.05% 259
2013
Q2 		$140K Buy
+2,921
New +$142K 0.08% 193

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

Regal Investment Advisors's SHM Position: Q1 2026 in Review

Regal Investment Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.3% in Q1 2026, buying an estimated $49.3K and bringing the position to 46,307 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #185.

Regal Investment Advisors first reported a position in SHM in Q2 2013 and has held it in 51 quarters since. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Regal Investment Advisors held 46,307 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.21M as of Q1 2026.
  • Regal Investment Advisors bought 1,023 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $49.3K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.13% of Regal Investment Advisors's portfolio in Q1 2026, its #185 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.