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

Global Wealth Management Investment Advisory’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	$328K	Buy	6,831 +1,953	+40%	+$93.5K	0.05%	134
2026 Q1	$233K	Buy	4,878 +560	+13%	+$27K	0.04%	147
2025 Q4	$207K	Buy	+4,318	New	+$207K	0.03%	148
2024 Q1	–	Sell	-4,700	Closed	-$225K	–	380
2023 Q4	$225K	Hold	4,700	–	–	0.06%	127
2023 Q3	$217K	Hold	4,700	–	–	0.06%	130
2023 Q2	$221K	Buy	4,700 +12	+0.3%	+$565	0.06%	132
2023 Q1	$223K	Hold	4,688	–	–	0.07%	129
2022 Q4	$220K	Buy	4,688 +268	+6%	+$12.5K	0.07%	125
2022 Q3	$204K	Hold	4,420	–	–	0.07%	131
2022 Q2	$209K	Buy	4,420 +92	+2%	+$4.32K	0.07%	133
2022 Q1	$205K	Buy	4,328 +95	+2%	+$4.58K	0.06%	139
2021 Q4	$208K	Hold	4,233	–	–	0.06%	138
2021 Q3	$209K	Buy	4,233 +202	+5%	+$10K	0.07%	134
2021 Q2	$200K	Hold	4,031	–	–	0.07%	127
2021 Q1	$200K	Buy	4,031 +1,904	+90%	+$94.6K	0.07%	115
2020 Q4	$106K	Hold	2,127	–	–	0.04%	138
2020 Q3	$106K	Buy	+2,127	New	+$106K	0.05%	130

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

Global Wealth Management Investment Advisory's SHM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 40% in Q2 2026, buying an estimated $93.5K and bringing the position to 6,831 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #134.

Global Wealth Management Investment Advisory first reported a position in SHM in Q3 2020 and has held it in 17 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Global Wealth Management Investment Advisory held 6,831 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $328K as of Q2 2026.
Global Wealth Management Investment Advisory bought 1,953 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $93.5K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #134 holding.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 17 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.