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

Axxcess 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	$355K	Buy	+7,409	New	+$355K	0.01%	815
2026 Q1	–	Sell	-8,140	Closed	-$391K	–	890
2025 Q4	$391K	Buy	+8,140	New	+$391K	0.01%	767
2024 Q3	–	Sell	-4,342	Closed	-$205K	–	938
2024 Q2	$205K	Sell	4,342 -61	-1%	-$2.88K	0.01%	792
2024 Q1	$209K	Sell	4,403 -4,726	-52%	-$225K	0.01%	806
2023 Q4	$436K	Sell	9,129 -1,292	-12%	-$60.6K	0.01%	553
2023 Q3	$482K	Buy	10,421 +272	+3%	+$12.7K	0.02%	482
2023 Q2	$478K	Sell	10,149 -3,462	-25%	-$163K	0.03%	359
2023 Q1	$647K	Sell	13,611 -389	-3%	-$18.4K	0.05%	318
2022 Q4	$658K	Sell	14,000 -12,428	-47%	-$579K	0.05%	301
2022 Q3	$1.22M	Sell	26,428 -7,530	-22%	-$355K	0.12%	166
2022 Q2	$1.6M	Sell	33,958 -2,294	-6%	-$108K	0.15%	136
2022 Q1	$1.72M	Buy	36,252 +1,896	+6%	+$91.4K	0.13%	134
2021 Q4	$1.69M	Buy	+34,356	New	+$1.69M	0.12%	136

Other funds holding SHM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 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

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

Axxcess Wealth Management opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 7,409 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SHM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SHM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.72M in Q1 2022. 203 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Axxcess Wealth Management held 7,409 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $355K as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #815 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 13 quarters since.
Axxcess Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.72M in Q1 2022.
203 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.