Boyce & Associates Wealth Consulting’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Boyce & Associates Wealth Consulting’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	$223K	Sell	4,644 -34	-0.7%	-$1.63K	0.15%	76
2026 Q1	$224K	Buy	4,678 +33	+0.7%	+$1.59K	0.17%	74
2025 Q4	$223K	Sell	4,645 -562	-11%	-$27K	0.19%	67
2025 Q3	$251K	Sell	5,207 -68	-1%	-$3.27K	0.21%	65
2025 Q2	$252K	Sell	5,275 -4	-0.1%	-$190	0.23%	62
2025 Q1	$251K	Sell	5,279 -27	-0.5%	-$1.29K	0.25%	60
2024 Q4	$251K	Sell	5,306 -70	-1%	-$3.34K	0.25%	60
2024 Q3	$259K	Sell	5,376 -620	-10%	-$29.6K	0.27%	59
2024 Q2	$283K	Buy	5,996 +361	+6%	+$17K	0.33%	51
2024 Q1	$267K	Buy	5,635 +1,145	+26%	+$54.5K	0.35%	49
2023 Q4	$215K	Sell	4,490 -104	-2%	-$4.88K	0.31%	49
2023 Q3	$212K	Hold	4,594	–	–	0.35%	44
2023 Q2	$216K	Buy	4,594 +200	+5%	+$9.42K	0.36%	43
2023 Q1	$209K	Hold	4,394	–	–	0.37%	46
2022 Q4	$206K	Sell	4,394 -57	-1%	-$2.65K	0.39%	43
2022 Q3	$205K	Buy	4,451 +1	+0%	+$47	0.42%	40
2022 Q2	$210K	Hold	4,450	–	–	0.38%	43
2022 Q1	$211K	Buy	+4,450	New	+$215K	0.32%	49

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Boyce & Associates Wealth Consulting's SHM Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.73% in Q2 2026, selling an estimated $1.63K and leaving 4,644 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #76.

Boyce & Associates Wealth Consulting first reported a position in SHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $283K in Q2 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Boyce & Associates Wealth Consulting held 4,644 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $223K as of Q2 2026.
Boyce & Associates Wealth Consulting sold 34 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.63K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #76 holding.
Boyce & Associates Wealth Consulting first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
Boyce & Associates Wealth Consulting's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $283K in Q2 2024.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.