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

Dynasty 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
2025
Q2 		– Sell
-18,803
Closed -$895K – 250
2025
Q1 		$895K Buy
18,803
+754
+4% +$35.9K 0.01% 151
2024
Q4 		$855K Buy
18,049
+1,423
+9% +$67.9K 0.01% 157
2024
Q3 		$800K Buy
16,626
+617
+4% +$29.5K 0.02% 147
2024
Q2 		$755K Buy
16,009
+2,189
+16% +$103K 0.02% 152
2024
Q1 		$656K Buy
+13,820
New +$658K 0.02% 162

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dynasty Wealth Management's SHM Position: Q2 2025 in Review

Dynasty Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 18,803 shares — an estimated $895K sold.

Dynasty Wealth Management first reported a position in SHM in Q1 2024 and held it in 5 quarters. The position peaked at $895K in Q1 2025. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

  • Dynasty Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 18,803 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $895K.
  • Dynasty Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $895K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.