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Ashton Thomas Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Ashton Thomas Private Wealth’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 		$1.66M Sell
34,536
-226
-0.7% -$10.8K 0.03% 428
2026
Q1 		$1.66M Sell
34,762
-6
-0% -$289 0.04% 408
2025
Q4 		$1.67M Buy
34,768
+6,682
+24% +$321K 0.04% 358
2025
Q3 		$1.35M Sell
28,086
-2,658
-9% -$128K 0.04% 397
2025
Q2 		$1.47M Sell
30,744
-11,482
-27% -$545K 0.05% 337
2025
Q1 		$2.01M Sell
42,226
-2,372
-5% -$113K 0.08% 257
2024
Q4 		$2.11M Buy
44,598
+36,609
+458% +$1.75M 0.08% 263
2024
Q3 		$385K Sell
7,989
-4,565
-36% -$218K 0.02% 473
2024
Q2 		$592K Buy
12,554
+4,000
+47% +$189K 0.03% 390
2024
Q1 		$406K Hold
8,554
– – 0.02% 455
2023
Q4 		$409K Sell
8,554
-159
-2% -$7.46K 0.03% 450
2023
Q3 		$403K Hold
8,713
– – 0.03% 432
2023
Q2 		$410K Sell
8,713
-3,840
-31% -$181K 0.03% 429
2023
Q1 		$597K Buy
+12,553
New +$593K 0.05% 340

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

Ashton Thomas Private Wealth's SHM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.65% in Q2 2026, selling an estimated $10.8K and leaving 34,536 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #428.

Ashton Thomas Private Wealth first reported a position in SHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.11M in Q4 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Ashton Thomas Private Wealth held 34,536 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.66M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 226 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $10.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #428 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Ashton Thomas Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.11M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.