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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

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. 236 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.
  • 236 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.