AWM
SHM icon

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

Altus Wealth Management’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 		$498K Hold
10,379
– – 0.19% 18
2026
Q1 		$496K Hold
10,379
– – 0.22% 17
2025
Q4 		$498K Hold
10,379
– – 0.21% 21
2025
Q3 		$500K Hold
10,379
– – 0.22% 19
2025
Q2 		$496K Sell
10,379
-1,160
-10% -$55K 0.24% 19
2025
Q1 		$549K Sell
11,539
-9,079
-44% -$432K 0.26% 24
2024
Q4 		$977K Buy
20,618
+8,829
+75% +$421K 0.44% 19
2024
Q3 		$568K Sell
11,789
-100
-0.8% -$4.77K 0.27% 23
2024
Q2 		$561K Sell
11,889
-100
-0.8% -$4.71K 0.27% 25
2024
Q1 		$569K Hold
11,989
– – 0.3% 22
2023
Q4 		$573K Hold
11,989
– – 0.34% 18
2023
Q3 		$554K Hold
11,989
– – 0.39% 19
2023
Q2 		$564K Hold
11,989
– – 0.45% 13
2023
Q1 		$570K Hold
11,989
– – 0.47% 13
2022
Q4 		$563K Hold
11,989
– – 0.5% 13
2022
Q3 		$553K Sell
11,989
-2,171
-15% -$102K 0.47% 17
2022
Q2 		$669K Sell
14,160
-40,316
-74% -$1.89M 0.52% 15
2022
Q1 		$2.58M Buy
54,476
+2,512
+5% +$121K 1.77% 10
2021
Q4 		$2.56M Hold
51,964
– – 1.52% 10
2021
Q3 		$2.57M Buy
51,964
+4,600
+10% +$228K 1.63% 10
2021
Q2 		$2.35M Buy
47,364
+10,630
+29% +$527K 1.51% 11
2021
Q1 		$1.82M Buy
36,734
+6,300
+21% +$313K 1.29% 12
2020
Q4 		$1.51M Buy
30,434
+4,735
+18% +$236K 1.18% 11
2020
Q3 		$1.28M Buy
+25,699
New +$1.28M 1.18% 11

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Altus Wealth Management's SHM Position: Q2 2026 in Review

Altus Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 10,379 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #18.

Altus Wealth Management first reported a position in SHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.58M in Q1 2022. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Altus Wealth Management held 10,379 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $498K as of Q2 2026.
  • Altus Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Altus Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Altus Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Altus Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.58M in Q1 2022.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.