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

Forefront Wealth Partners’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	$1.02M	Buy	21,195 +11,724	+124%	+$561K	0.32%	77
2026 Q1	$453K	Sell	9,471 -416	-4%	-$20K	0.19%	104
2025 Q4	$474K	Buy	9,887 +922	+10%	+$44.3K	0.22%	88
2025 Q3	$432K	Buy	+8,965	New	+$431K	0.11%	138
2025 Q2	–	Sell	-7,295	Closed	-$347K	–	127
2025 Q1	$347K	Buy	+7,295	New	+$347K	0.24%	82

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

Forefront Wealth Partners's SHM Position: Q2 2026 in Review

Forefront Wealth Partners increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 124% in Q2 2026, buying an estimated $561K and bringing the position to 21,195 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #77.

Forefront Wealth Partners first reported a position in SHM in Q1 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Forefront Wealth Partners held 21,195 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.02M as of Q2 2026.
Forefront Wealth Partners bought 11,724 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $561K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.32% of Forefront Wealth Partners's portfolio in Q2 2026, its #77 holding.
Forefront Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.