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

Capital Advisors 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	$996K	Sell	20,775 -13,634	-40%	-$653K	0.12%	101
2026 Q1	$1.65M	Sell	34,409 -1,517	-4%	-$73.1K	0.22%	67
2025 Q4	$1.72M	Buy	35,926 +153	+0.4%	+$7.34K	0.23%	67
2025 Q3	$1.72M	Buy	35,773 +7,234	+25%	+$348K	0.25%	63
2025 Q2	$1.36M	Buy	+28,539	New	+$1.35M	0.21%	64

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

Capital Advisors Wealth Management's SHM Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 40% in Q2 2026, selling an estimated $653K and leaving 20,775 shares worth $996K. The position accounts for 0.12% of the portfolio, ranked #101.

Capital Advisors Wealth Management first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Capital Advisors Wealth Management held 20,775 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $996K as of Q2 2026.
Capital Advisors Wealth Management sold 13,634 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $653K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.12% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #101 holding.
Capital Advisors Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Capital Advisors Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.72M in Q3 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.