GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$24.3M Buy
507,618
+45,645
+10% +$2.18M 0.65% 40
2026
Q1 		$22.1M Buy
461,973
+44,812
+11% +$2.16M 0.7% 38
2025
Q4 		$20M Buy
417,161
+5,434
+1% +$261K 0.7% 35
2025
Q3 		$19.9M Buy
411,727
+14,688
+4% +$707K 0.68% 36
2025
Q2 		$19M Buy
397,039
+9,549
+2% +$453K 0.73% 35
2025
Q1 		$18.4M Buy
387,490
+35,777
+10% +$1.7M 0.83% 31
2024
Q4 		$16.7M Buy
351,713
+27,750
+9% +$1.32M 0.72% 33
2024
Q3 		$15.6M Buy
323,963
+44,074
+16% +$2.1M 0.72% 36
2024
Q2 		$13.2M Buy
279,889
+25,693
+10% +$1.21M 0.66% 38
2024
Q1 		$12.1M Buy
254,196
+24,404
+11% +$1.16M 0.65% 41
2023
Q4 		$11M Buy
229,792
+31,923
+16% +$1.5M 0.66% 38
2023
Q3 		$9.15M Buy
197,869
+40,643
+26% +$1.9M 0.62% 38
2023
Q2 		$7.4M Buy
157,226
+29,295
+23% +$1.38M 0.5% 47
2023
Q1 		$6.08M Buy
127,931
+7,612
+6% +$359K 0.48% 49
2022
Q4 		$5.65M Buy
120,319
+22,939
+24% +$1.07M 0.5% 52
2022
Q3 		$4.49M Buy
97,380
+11,762
+14% +$555K 0.42% 50
2022
Q2 		$4.04M Buy
85,618
+81,308
+1,886% +$3.82M 0.38% 54
2022
Q1 		$203K Sell
4,310
-725
-14% -$34.9K 0.02% 248
2021
Q4 		$247K Buy
5,035
+360
+8% +$17.7K 0.02% 233
2021
Q3 		$230K Sell
4,675
-1,480
-24% -$73.4K 0.03% 168
2021
Q2 		$305K Buy
+6,155
New +$305K 0.03% 190

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SHM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 9.9% in Q2 2026, buying an estimated $2.18M and bringing the position to 507,618 shares worth $24.3M. The position accounts for 0.65% of the portfolio, ranked #40.

Gerber Kawasaki Wealth & Investment Management first reported a position in SHM in Q2 2021 and has held it in 21 quarters since. 276 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 507,618 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $24.3M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 45,645 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.18M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.65% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #40 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.