Brandywine Oak Private Wealth’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Brandywine Oak Private Wealth’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	$1.87M	Sell	38,947 -314	-0.8%	-$15K	0.14%	75
2026 Q1	$1.88M	Sell	39,261 -716	-2%	-$34.5K	0.16%	69
2025 Q4	$1.92M	Sell	39,977 -208	-0.5%	-$9.98K	0.16%	69
2025 Q3	$1.94M	Sell	40,185 -6,310	-14%	-$304K	0.17%	68
2025 Q2	$2.22M	Sell	46,495 -1,752	-4%	-$83.1K	0.21%	60
2025 Q1	$2.3M	Sell	48,247 -611	-1%	-$29.1K	0.23%	56
2024 Q4	$2.32M	Sell	48,858 -294	-0.6%	-$14K	0.23%	57
2024 Q3	$2.37M	Sell	49,152 -608	-1%	-$29K	0.23%	59
2024 Q2	$2.35M	Buy	49,760 +18,920	+61%	+$892K	0.24%	55
2024 Q1	$1.46M	Buy	30,840 +1,520	+5%	+$72.4K	0.15%	75
2023 Q4	$1.4M	Buy	29,320 +16,941	+137%	+$795K	0.16%	73
2023 Q3	$572K	Hold	12,379	–	–	0.07%	132
2023 Q2	$582K	Hold	12,379	–	–	0.07%	140
2023 Q1	$589K	Hold	12,379	–	–	0.07%	142
2022 Q4	$582K	Buy	12,379 +5,483	+80%	+$255K	0.07%	140
2022 Q3	$317K	Buy	+6,896	New	+$325K	0.04%	199
2019 Q2	–	Sell	-6,709	Closed	-$325K	–	229
2019 Q1	$325K	Buy	6,709 +4,366	+186%	+$211K	0.07%	147
2018 Q4	$89K	Buy	+2,343	New	+$112K	0.02%	299

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 22.96% 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

Brandywine Oak Private Wealth's SHM Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.8% in Q2 2026, selling an estimated $15K and leaving 38,947 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #75.

Brandywine Oak Private Wealth first reported a position in SHM in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.37M in Q3 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Brandywine Oak Private Wealth held 38,947 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.87M as of Q2 2026.
Brandywine Oak Private Wealth sold 314 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $15K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #75 holding.
Brandywine Oak Private Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 18 quarters since.
Brandywine Oak Private Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.37M in Q3 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.