BWM
SHM icon

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

BCS 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 		$800K Buy
16,685
+638
+4% +$30.5K 0.14% 131
2026
Q1 		$768K Sell
16,047
-12,075
-43% -$582K 0.16% 120
2025
Q4 		$1.35M Buy
28,122
+15,661
+126% +$752K 0.14% 128
2025
Q3 		$601K Sell
12,461
-2,203
-15% -$106K 0.14% 135
2025
Q2 		$701K Sell
14,664
-344
-2% -$16.3K 0.15% 129
2025
Q1 		$714K Sell
15,008
-595
-4% -$28.3K 0.18% 107
2024
Q4 		$739K Buy
15,603
+942
+6% +$45K 0.18% 111
2024
Q3 		$706K Sell
14,661
-10
-0.1% -$477 0.3% 68
2024
Q2 		$692K Hold
14,671
– – 0.34% 65
2024
Q1 		$696K Buy
14,671
+1,646
+13% +$78.4K 0.22% 98
2023
Q4 		$622K Buy
13,025
+1,476
+13% +$69.2K 0.23% 97
2023
Q3 		$534K Sell
11,549
-146
-1% -$6.84K 0.22% 100
2023
Q2 		$550K Sell
11,695
-1,514
-11% -$71.3K 0.4% 55
2023
Q1 		$628K Buy
13,209
+414
+3% +$19.6K 0.28% 72
2022
Q4 		$601K Buy
12,795
+4,271
+50% +$199K 0.25% 93
2022
Q3 		$393K Buy
+8,524
New +$402K 0.18% 115
2022
Q1 		– Sell
-6,088
Closed -$299K – 206
2021
Q4 		$299K Sell
6,088
-835
-12% -$41.1K 0.11% 159
2021
Q3 		$342K Hold
6,923
– – 0.15% 127
2021
Q2 		$343K Sell
6,923
-703
-9% -$34.9K 0.18% 104
2021
Q1 		$378K Sell
7,626
-1,206
-14% -$59.9K 0.18% 102
2020
Q4 		$440K Hold
8,832
– – 0.23% 80
2020
Q3 		$440K Hold
8,832
– – 0.25% 74
2020
Q2 		$440K Hold
8,832
– – 0.26% 73
2020
Q1 		$432K Buy
8,832
+162
+2% +$7.92K 0.3% 65
2019
Q4 		$426K Buy
+8,670
New +$425K 0.28% 61

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

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

BCS Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4% in Q2 2026, buying an estimated $30.5K and bringing the position to 16,685 shares worth $800K. The position accounts for 0.14% of the portfolio, ranked #131.

BCS Wealth Management first reported a position in SHM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • BCS Wealth Management held 16,685 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $800K as of Q2 2026.
  • BCS Wealth Management bought 638 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $30.5K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of BCS Wealth Management's portfolio in Q2 2026, its #131 holding.
  • BCS Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • BCS Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.35M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.