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

Strategies Wealth 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 		$6.39M Buy
133,524
+5,421
+4% +$261K 0.64% 22
2025
Q4 		$6.15M Buy
128,103
+1,800
+1% +$86.4K 0.62% 22
2025
Q3 		$6.09M Buy
126,303
+7,778
+7% +$374K 0.63% 22
2025
Q2 		$5.67M Sell
118,525
-7,292
-6% -$346K 0.62% 23
2025
Q1 		$5.99M Sell
125,817
-1,190
-0.9% -$56.7K 0.73% 18
2024
Q4 		$6.06M Sell
127,007
-13,348
-10% -$637K 0.75% 17
2024
Q3 		$6.76M Buy
140,355
+24,512
+21% +$1.17M 0.9% 17
2024
Q2 		$5.47M Sell
115,843
-1,077
-0.9% -$50.8K 0.8% 19
2024
Q1 		$5.55M Sell
116,920
-1,920
-2% -$91.4K 0.85% 19
2023
Q4 		$5.68M Sell
118,840
-3,486
-3% -$164K 0.97% 17
2023
Q3 		$5.66M Buy
122,326
+3,757
+3% +$176K 1.11% 18
2023
Q2 		$5.58M Buy
118,569
+6,961
+6% +$328K 1.14% 17
2023
Q1 		$5.31M Buy
111,608
+9,197
+9% +$434K 1.17% 16
2022
Q4 		$4.81M Buy
+102,411
New +$4.77M 1.19% 17
2022
Q2 		$4.6M Sell
97,287
-3,932
-4% -$185K 1.32% 16
2022
Q1 		$4.79M Buy
101,219
+3,436
+4% +$166K 1.28% 16
2021
Q4 		$4.81M Buy
+97,783
New +$4.82M 1.35% 18

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

Strategies Wealth Advisors's SHM Position: Q1 2026 in Review

Strategies Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.2% in Q1 2026, buying an estimated $261K and bringing the position to 133,524 shares worth $6.39M. The position accounts for 0.64% of the portfolio, ranked #22.

Strategies Wealth Advisors first reported a position in SHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.76M in Q3 2024. 395 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Strategies Wealth Advisors held 133,524 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.39M as of Q1 2026.
  • Strategies Wealth Advisors bought 5,421 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $261K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.64% of Strategies Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Strategies Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.76M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.