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

Gateway 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	$515K	Sell	10,729 -7,487	-41%	-$358K	0.03%	460
2026 Q1	$871K	Buy	18,216 +9,973	+121%	+$481K	0.03%	404
2025 Q4	$396K	Buy	8,243 +2,540	+45%	+$122K	0.04%	309
2025 Q3	$275K	Buy	+5,703	New	+$274K	0.04%	339
2023 Q4	–	Sell	-5,519	Closed	-$255K	–	268
2023 Q3	$255K	Sell	5,519 -2,656	-32%	-$124K	0.05%	216
2023 Q2	$385K	Sell	8,175 -460	-5%	-$21.7K	0.07%	152
2023 Q1	$411K	Sell	8,635 -1,856	-18%	-$87.7K	0.06%	138
2022 Q4	$493K	Buy	+10,491	New	+$488K	0.08%	109

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

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

Gateway Wealth Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 41% in Q2 2026, selling an estimated $358K and leaving 10,729 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #460.

Gateway Wealth Partners first reported a position in SHM in Q4 2022 and has held it in 8 quarters since. The position peaked at $871K in Q1 2026. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Gateway Wealth Partners held 10,729 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $515K as of Q2 2026.
Gateway Wealth Partners sold 7,487 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $358K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #460 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $871K in Q1 2026.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.