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

Arkadios 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	$510K	Buy	10,634 +98	+0.9%	+$4.69K	0.01%	1113
2026 Q1	$504K	Buy	+10,536	New	+$508K	0.01%	1104
2021 Q4	–	Sell	-107	Closed	-$5K	–	1573
2021 Q3	$5K	Hold	107	–	–	﹤0.01%	1610
2021 Q2	$5K	Buy	107 +1	+0.9%	+$50	﹤0.01%	1739
2021 Q1	$5K	Buy	+106	New	+$5.27K	﹤0.01%	1378

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

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

Arkadios Wealth Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.93% in Q2 2026, buying an estimated $4.69K and bringing the position to 10,634 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #1113.

Arkadios Wealth Advisors first reported a position in SHM in Q1 2021 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Arkadios Wealth Advisors held 10,634 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $510K as of Q2 2026.
Arkadios Wealth Advisors bought 98 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.69K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1113 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 5 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.