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

Apollon 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	$1.06M	Sell	22,010 -3,905	-15%	-$187K	0.01%	717
2026 Q1	$1.24M	Buy	25,915 +16	+0.1%	+$771	0.02%	525
2025 Q4	$1.24M	Sell	25,899 -68	-0.3%	-$3.26K	0.02%	500
2025 Q3	$1.25M	Sell	25,967 -2,335	-8%	-$112K	0.02%	509
2025 Q2	$1.35M	Sell	28,302 -19,362	-41%	-$918K	0.03%	462
2025 Q1	$2.27M	Sell	47,664 -3,829	-7%	-$182K	0.05%	301
2024 Q4	$2.44M	Sell	51,493 -11,593	-18%	-$553K	0.06%	301
2024 Q3	$3.04M	Sell	63,086 -1,139	-2%	-$54.4K	0.09%	218
2024 Q2	$3.03M	Sell	64,225 -19,246	-23%	-$907K	0.09%	200
2024 Q1	$3.96M	Sell	83,471 -28,657	-26%	-$1.36M	0.12%	147
2023 Q4	$5.36M	Buy	112,128 +92,828	+481%	+$4.36M	0.19%	99
2023 Q3	$892K	Buy	19,300 +3,492	+22%	+$164K	0.04%	388
2023 Q2	$744K	Buy	15,808 +1,002	+7%	+$47.2K	0.04%	485
2023 Q1	$704K	Sell	14,806 -3,576	-19%	-$169K	0.04%	423
2022 Q4	$864K	Sell	18,382 -6,343	-26%	-$295K	0.06%	345
2022 Q3	$1.14M	Sell	24,725 -1,066	-4%	-$50.3K	0.09%	222
2022 Q2	$1.22M	Sell	25,791 -35,773	-58%	-$1.68M	0.1%	223
2022 Q1	$2.91M	Buy	61,564 +32,892	+115%	+$1.59M	0.21%	106
2021 Q4	$1.41M	Buy	28,672 +19,104	+200%	+$941K	0.11%	217
2021 Q3	$473K	Buy	+9,568	New	+$474K	0.06%	282
2020 Q3	–	Sell	-88	Closed	-$4K	–	597
2020 Q2	$4K	Buy	+88	New	+$4.35K	﹤0.01%	588
2019 Q3	–	Sell	-7,100	Closed	-$347K	–	101
2019 Q2	$347K	Sell	7,100 -1,030	-13%	-$50.1K	0.4%	37
2019 Q1	$394K	Sell	8,130 -1,164	-13%	-$56.2K	0.52%	33
2018 Q4	$449K	Buy	+9,294	New	+$443K	0.41%	30

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Apollon Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 15% in Q2 2026, selling an estimated $187K and leaving 22,010 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #717.

Apollon Wealth Management first reported a position in SHM in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.36M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Apollon Wealth Management held 22,010 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.06M as of Q2 2026.
Apollon Wealth Management sold 3,905 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $187K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #717 holding.
Apollon Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 24 quarters since.
Apollon Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.36M in Q4 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.