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

Elmwood 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	$2.26M	Buy	47,159 +7,393	+19%	+$354K	0.57%	53
2026 Q1	$1.9M	Buy	39,766 +1,257	+3%	+$60.6K	0.53%	54
2025 Q4	$1.85M	Buy	38,509 +4,190	+12%	+$201K	0.58%	54
2025 Q3	$1.65M	Buy	34,319 +1,157	+3%	+$55.7K	0.59%	55
2025 Q2	$1.59M	Buy	33,162 +6,949	+27%	+$330K	0.63%	56
2025 Q1	$1.25M	Buy	26,213 +6,020	+30%	+$287K	0.51%	66
2024 Q4	$957K	Buy	20,193 +6,670	+49%	+$318K	0.39%	77
2024 Q3	$651K	Buy	+13,523	New	+$646K	0.27%	90
2022 Q2	–	Sell	-7,225	Closed	-$342K	–	118
2022 Q1	$342K	Hold	7,225	–	–	0.18%	96
2021 Q4	$355K	Buy	+7,225	New	+$356K	0.17%	94
2021 Q2	$368K	Sell	7,425 -100	-1%	-$4.96K	0.19%	87
2021 Q1	$373K	Buy	+7,525	New	+$374K	0.23%	83
2020 Q3	$375K	Hold	7,525	–	–	0.3%	75
2020 Q2	$375K	Buy	7,525 +5,125	+214%	+$253K	0.3%	75
2020 Q1	$115K	Sell	2,400 -4,125	-63%	-$202K	0.11%	102
2019 Q4	$320K	Hold	6,525	–	–	0.28%	77
2019 Q3	$320K	Buy	6,525 +500	+8%	+$24.5K	0.32%	68
2019 Q2	$295K	Sell	6,025 -1,525	-20%	-$74.1K	0.26%	77
2019 Q1	$366K	Hold	7,550	–	–	0.34%	72
2018 Q4	$363K	Buy	7,550 +4,000	+113%	+$191K	0.35%	74
2018 Q3	$169K	Buy	3,550 +1,150	+48%	+$55.1K	0.14%	96
2018 Q2	$115K	Hold	2,400	–	–	0.1%	109
2018 Q1	$115K	Buy	+2,400	New	+$115K	0.11%	102

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

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

Elmwood Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 19% in Q2 2026, buying an estimated $354K and bringing the position to 47,159 shares worth $2.26M. The position accounts for 0.57% of the portfolio, ranked #53.

Elmwood Wealth Management first reported a position in SHM in Q1 2018 and has held it in 23 quarters since. 69 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Elmwood Wealth Management held 47,159 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.26M as of Q2 2026.
Elmwood Wealth Management bought 7,393 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $354K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.57% of Elmwood Wealth Management's portfolio in Q2 2026, its #53 holding.
Elmwood Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and has held it in 23 quarters since.
69 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.