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

Aquire 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
Q2 		$1.29M Sell
26,806
-1,629
-6% -$78K 0.29% 23
2026
Q1 		$1.36M Sell
28,435
-10,988
-28% -$530K 0.36% 21
2025
Q4 		$1.89M Buy
39,423
+1,086
+3% +$52.1K 0.49% 19
2025
Q3 		$1.85M Sell
38,337
-1,119
-3% -$53.9K 0.46% 21
2025
Q2 		$1.89M Sell
39,456
-26,039
-40% -$1.24M 0.51% 21
2025
Q1 		$3.12M Sell
65,495
-19,097
-23% -$910K 0.96% 15
2024
Q4 		$4.01M Sell
84,592
-4,993
-6% -$238K 1.24% 12
2024
Q3 		$4.31M Sell
89,585
-1,770
-2% -$84.5K 1.35% 11
2024
Q2 		$4.31M Sell
91,355
-974
-1% -$45.9K 1.45% 13
2024
Q1 		$4.38M Sell
92,329
-1,197
-1% -$57K 1.53% 13
2023
Q4 		$4.47M Sell
93,526
-1,957
-2% -$91.8K 1.7% 12
2023
Q3 		$4.41M Sell
95,483
-2,371
-2% -$111K 1.84% 12
2023
Q2 		$4.6M Sell
97,854
-3,034
-3% -$143K 1.84% 13
2023
Q1 		$4.8M Sell
100,888
-369
-0.4% -$17.4K 2.1% 10
2022
Q4 		$4.76M Buy
101,257
+415
+0.4% +$19.3K 2.37% 11
2022
Q3 		$4.65M Sell
100,842
-647
-0.6% -$30.5K 2.7% 11
2022
Q2 		$4.8M Sell
101,489
-5,855
-5% -$275K 2.8% 12
2022
Q1 		$5.08M Buy
107,344
+10
+0% +$482 2.71% 12
2021
Q4 		$5.28M Buy
+107,334
New +$5.29M 2.76% 12

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Aquire Wealth Advisors's SHM Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.7% in Q2 2026, selling an estimated $78K and leaving 26,806 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #23.

Aquire Wealth Advisors first reported a position in SHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.28M in Q4 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Aquire Wealth Advisors held 26,806 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.29M as of Q2 2026.
  • Aquire Wealth Advisors sold 1,629 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $78K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.29% of Aquire Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Aquire 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 19 quarters since.
  • Aquire Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.28M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.