CWA Asset Management Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

CWA Asset Management Group’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	$247K	Sell	5,150 -1,021	-17%	-$48.9K	0.01%	631
2026 Q1	$295K	Sell	6,171 -465	-7%	-$22.4K	0.01%	566
2025 Q4	$318K	Sell	6,636 -37	-0.6%	-$1.78K	0.01%	534
2025 Q3	$322K	Sell	6,673 -422	-6%	-$20.3K	0.01%	546
2025 Q2	$339K	Sell	7,095 -1,611	-19%	-$76.4K	0.01%	517
2025 Q1	$414K	Hold	8,706	–	–	0.02%	458
2024 Q4	$413K	Hold	8,706	–	–	0.02%	420
2024 Q3	$419K	Buy	+8,706	New	+$416K	0.02%	392
2024 Q1	$926K	Sell	19,523 -5,834	-23%	-$278K	0.06%	235
2023 Q4	$1.21M	Sell	25,357 -1,730	-6%	-$81.2K	0.08%	150
2023 Q3	$1.25M	Sell	27,087 -7,194	-21%	-$337K	0.09%	130
2023 Q2	$1.61M	Sell	34,281 -4,198	-11%	-$198K	0.11%	112
2023 Q1	$1.83M	Sell	38,479 -2,611	-6%	-$123K	0.14%	101
2022 Q4	$1.93M	Sell	41,090 -8,868	-18%	-$413K	0.16%	110
2022 Q3	$2.3M	Sell	49,958 -4,692	-9%	-$221K	0.22%	79
2022 Q2	$2.58M	Buy	54,650 +6,899	+14%	+$324K	0.24%	80
2022 Q1	$2.26M	Sell	47,751 -8,461	-15%	-$408K	0.17%	98
2021 Q4	$2.77M	Sell	56,212 -18,233	-24%	-$898K	0.2%	95
2021 Q3	$3.68M	Sell	74,445 -30,528	-29%	-$1.51M	0.29%	86
2021 Q2	$5.2M	Sell	104,973 -127,310	-55%	-$6.31M	0.42%	69
2021 Q1	$11.5M	Sell	232,283 -32,187	-12%	-$1.6M	1.05%	28
2020 Q4	$13.2M	Buy	+264,470	New	+$13.2M	1.38%	19

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

CWA Asset Management Group's SHM Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 17% in Q2 2026, selling an estimated $48.9K and leaving 5,150 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #631.

CWA Asset Management Group first reported a position in SHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.2M in Q4 2020. 82 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

CWA Asset Management Group held 5,150 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $247K as of Q2 2026.
CWA Asset Management Group sold 1,021 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $48.9K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #631 holding.
CWA Asset Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 22 quarters since.
CWA Asset Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $13.2M in Q4 2020.
82 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.