BSWM
SHM icon

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

Boston Standard 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 		$2.03M Sell
42,429
-16
-0% -$766 0.29% 25
2026
Q1 		$2.03M Buy
42,445
+229
+0.5% +$11K 0.33% 24
2025
Q4 		$2.03M Buy
42,216
+485
+1% +$23.3K 0.33% 23
2025
Q3 		$2.01M Buy
41,731
+1,134
+3% +$54.6K 0.34% 24
2025
Q2 		$1.94M Buy
40,597
+2,674
+7% +$127K 0.35% 22
2025
Q1 		$1.79M Sell
37,923
-3,535
-9% -$168K 0.39% 21
2024
Q4 		$1.97M Buy
41,458
+3,419
+9% +$163K 0.38% 22
2024
Q3 		$1.83M Buy
38,039
+116
+0.3% +$5.54K 0.36% 22
2024
Q2 		$1.79M Sell
37,923
-365
-1% -$17.2K 0.39% 21
2024
Q1 		$1.82M Buy
38,288
+5,296
+16% +$252K 0.41% 19
2023
Q4 		$1.52M Hold
32,992
– – 0.4% 23
2023
Q3 		$1.52M Buy
32,992
+8,990
+37% +$421K 0.4% 23
2023
Q2 		$1.13M Buy
24,002
+6,230
+35% +$293K 0.29% 24
2023
Q1 		$845K Buy
17,772
+156
+0.9% +$7.37K 0.24% 24
2022
Q4 		$828K Sell
17,616
-57
-0.3% -$2.65K 0.25% 24
2022
Q3 		$815K Sell
17,673
-286
-2% -$13.5K 0.27% 23
2022
Q2 		$850K Sell
17,959
-7,621
-30% -$358K 0.27% 23
2022
Q1 		$1.21M Buy
25,580
+973
+4% +$46.9K 0.35% 22
2021
Q4 		$1.21M Buy
24,607
+5,161
+27% +$254K 0.34% 22
2021
Q3 		$961K Buy
19,446
+2,189
+13% +$109K 0.29% 22
2021
Q2 		$855K Buy
17,257
+490
+3% +$24.3K 0.26% 22
2021
Q1 		$831K Buy
16,767
+137
+0.8% +$6.81K 0.27% 22
2020
Q4 		$828K Sell
16,630
-17
-0.1% -$846 0.31% 22
2020
Q3 		$830K Sell
16,647
-14,092
-46% -$704K 0.35% 22
2020
Q2 		$1.53M Buy
30,739
+622
+2% +$30.7K 0.69% 17
2020
Q1 		$1.46M Buy
30,117
+2,111
+8% +$103K 0.79% 15
2019
Q4 		$1.38M Buy
+28,006
New +$1.37M 0.61% 17
2019
Q3 		– Sell
-27,508
Closed -$1.34M – 33
2019
Q2 		$1.34M Sell
27,508
-270,270
-91% -$13.1M 0.66% 17
2019
Q1 		$1.44M Buy
297,778
+270,518
+992% +$13.1M 0.75% 18
2018
Q4 		$1.31M Buy
27,260
+15,347
+129% +$732K 0.78% 17
2018
Q3 		$568K Buy
+11,913
New +$571K 0.31% 19
2018
Q1 		$426K Buy
8,917
+2,426
+37% +$116K 0.27% 24
2017
Q4 		$311K Buy
+6,491
New +$313K 0.2% 26

Other funds holding SHM

CI
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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Boston Standard Wealth Management's SHM Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.04% in Q2 2026, selling an estimated $766 and leaving 42,429 shares worth $2.03M. The position accounts for 0.29% of the portfolio, ranked #25.

Boston Standard Wealth Management first reported a position in SHM in Q4 2017 and has held it in 33 quarters since. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Boston Standard Wealth Management held 42,429 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.03M as of Q2 2026.
  • Boston Standard Wealth Management sold 16 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $766.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.29% of Boston Standard Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Boston Standard Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.