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

Brown 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	$870K	Buy	18,138 +939	+5%	+$44.9K	0.19%	60
2026 Q1	$823K	Buy	17,199 +246	+1%	+$11.9K	0.21%	57
2025 Q4	$814K	Buy	16,953 +1,636	+11%	+$78.5K	0.21%	61
2025 Q3	$739K	Hold	15,317	–	–	0.21%	62
2025 Q2	$733K	Sell	15,317 -4,919	-24%	-$233K	0.23%	56
2025 Q1	$963K	Buy	20,236 +3,851	+24%	+$183K	0.33%	51
2024 Q4	$776K	Buy	16,385 +1,329	+9%	+$63.4K	0.28%	45
2024 Q3	$725K	Sell	15,056 -4,676	-24%	-$223K	0.26%	46
2024 Q2	$931K	Buy	19,732 +2,192	+12%	+$103K	0.38%	44
2024 Q1	$832K	Sell	17,540 -4,846	-22%	-$231K	0.34%	43
2023 Q4	$1.07M	Buy	22,386 +2,918	+15%	+$137K	0.47%	36
2023 Q3	$900K	Sell	19,468 -22,349	-53%	-$1.05M	0.43%	38
2023 Q2	$1.97M	Buy	+41,817	New	+$1.97M	1.02%	26

Other funds holding SHM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Brown Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 5.5% in Q2 2026, buying an estimated $44.9K and bringing the position to 18,138 shares worth $870K. The position accounts for 0.19% of the portfolio, ranked #60.

Brown Wealth Management first reported a position in SHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.97M in Q2 2023. 91 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Brown Wealth Management held 18,138 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $870K as of Q2 2026.
Brown Wealth Management bought 939 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $44.9K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.19% of Brown Wealth Management's portfolio in Q2 2026, its #60 holding.
Brown Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.97M in Q2 2023.
91 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.