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

Atlantic Edge Private 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	$597K	Sell	12,446 -950	-7%	-$45.5K	0.12%	97
2026 Q1	$641K	Sell	13,396 -250	-2%	-$12K	0.16%	87
2025 Q4	$655K	Hold	13,646	–	–	0.16%	87
2025 Q3	$658K	Sell	13,646 -1,625	-11%	-$78.2K	0.17%	86
2025 Q2	$730K	Sell	15,271 -2,650	-15%	-$126K	0.2%	84
2025 Q1	$853K	Sell	17,921 -125	-0.7%	-$5.95K	0.26%	78
2024 Q4	$855K	Sell	18,046 -1,400	-7%	-$66.8K	0.26%	76
2024 Q3	$936K	Sell	19,446 -700	-3%	-$33.4K	0.28%	75
2024 Q2	$951K	Hold	20,146	–	–	0.32%	71
2024 Q1	$956K	Sell	20,146 -4,825	-19%	-$230K	0.33%	70
2023 Q4	$1.19M	Buy	+24,971	New	+$1.17M	0.49%	54

Other funds holding SHM

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 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's SHM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7.1% in Q2 2026, selling an estimated $45.5K and leaving 12,446 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #97.

Atlantic Edge Private Wealth Management first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2023. 165 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Atlantic Edge Private Wealth Management held 12,446 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $597K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 950 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $45.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #97 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.19M in Q4 2023.
165 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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