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

Stratos 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	$237K	Sell	4,952 -438	-8%	-$21.1K	﹤0.01%	1451
2025 Q4	$259K	Sell	5,390 -1,121	-17%	-$53.8K	﹤0.01%	1371
2025 Q3	$314K	Buy	+6,511	New	+$313K	﹤0.01%	1233
2025 Q2	–	Sell	-5,263	Closed	-$251K	–	1478
2025 Q1	$251K	Sell	5,263 -815	-13%	-$38.8K	﹤0.01%	1174
2024 Q4	$288K	Buy	+6,078	New	+$290K	﹤0.01%	1163
2024 Q3	–	Sell	-9,296	Closed	-$439K	–	1510
2024 Q2	$439K	Sell	9,296 -941	-9%	-$44.4K	0.01%	953
2024 Q1	$486K	Sell	10,237 -1,213	-11%	-$57.8K	0.01%	905
2023 Q4	$547K	Sell	11,450 -4,302	-27%	-$202K	0.01%	843
2023 Q3	$728K	Buy	15,752 +5,550	+54%	+$260K	0.02%	669
2023 Q2	$480K	Buy	10,202 +3,557	+54%	+$167K	0.01%	778
2023 Q1	$316K	Sell	6,645 -4,439	-40%	-$210K	0.01%	851
2022 Q4	$521K	Buy	11,084 +323	+3%	+$15K	0.01%	725
2022 Q3	$496K	Sell	10,761 -3,396	-24%	-$160K	0.01%	689
2022 Q2	$669K	Sell	14,157 -3,667	-21%	-$172K	0.02%	622
2022 Q1	$844K	Sell	17,824 -73,071	-80%	-$3.52M	0.02%	615
2021 Q4	$4.47M	Buy	90,895 +76,095	+514%	+$3.75M	0.1%	201
2021 Q3	$731K	Buy	14,800 +106	+0.7%	+$5.26K	0.02%	624
2021 Q2	$728K	Sell	14,694 -150	-1%	-$7.44K	0.02%	647
2021 Q1	$736K	Buy	14,844 +2,402	+19%	+$119K	0.02%	592
2020 Q4	$620K	Buy	12,442 +39	+0.3%	+$1.94K	0.02%	601
2020 Q3	$619K	Buy	12,403 +2,807	+29%	+$140K	0.02%	543
2020 Q2	$479K	Sell	9,596 -13,691	-59%	-$676K	0.02%	613
2020 Q1	$1.14M	Sell	23,287 -73,875	-76%	-$3.61M	0.05%	301
2019 Q4	$4.77M	Sell	97,162 -14,660	-13%	-$719K	0.19%	122
2019 Q3	$5.48M	Buy	111,822 +645	+0.6%	+$31.7K	0.24%	89
2019 Q2	$5.44M	Buy	111,177 +21,844	+24%	+$1.06M	0.24%	83
2019 Q1	$4.33M	Buy	89,333 +29,598	+50%	+$1.43M	0.19%	105
2018 Q4	$2.87M	Buy	59,735 +47,632	+394%	+$2.27M	0.15%	159
2018 Q3	$577K	Sell	12,103 -5	-0%	-$240	0.03%	494
2018 Q2	$581K	Sell	12,108 -12,073	-50%	-$577K	0.03%	526
2018 Q1	$1.16M	Sell	24,181 -15	-0.1%	-$719	0.05%	336
2017 Q4	$1.16M	Sell	24,196 -211	-0.9%	-$10.2K	0.05%	320
2017 Q3	$1.19M	Sell	24,407 -987	-4%	-$48.1K	0.06%	304
2017 Q2	$1.23M	Buy	25,394 +4,957	+24%	+$241K	0.06%	261
2017 Q1	$990K	Buy	20,437 +9,010	+79%	+$435K	0.06%	281
2016 Q4	$548K	Sell	11,427 -17,638	-61%	-$852K	0.03%	362
2016 Q3	$1.42M	Sell	29,065 -52,259	-64%	-$2.56M	0.1%	191
2016 Q2	$3.99M	Sell	81,324 -2,143	-3%	-$105K	0.3%	73
2016 Q1	$4.08M	Sell	83,467 -1,127	-1%	-$55.1K	0.35%	58
2015 Q4	$4.12M	Sell	84,594 -1,120	-1%	-$54.6K	0.34%	60
2015 Q3	$4.18M	Sell	85,714 -3,404	-4%	-$166K	0.52%	36
2015 Q2	$4.33M	Buy	89,118 +34,691	+64%	+$1.68M	0.56%	27
2015 Q1	$2.65M	Buy	+54,427	New	+$2.65M	0.31%	64

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

Stratos Wealth Partners's SHM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 8.1% in Q1 2026, selling an estimated $21.1K and leaving 4,952 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Stratos Wealth Partners first reported a position in SHM in Q1 2015 and has held it in 43 quarters since. The position peaked at $5.48M in Q3 2019. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Stratos Wealth Partners held 4,952 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $237K as of Q1 2026.
Stratos Wealth Partners sold 438 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $21.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1451 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 43 quarters since.
Stratos Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.48M in Q3 2019.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.