Global Wealth Strategies & Associates’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-36	Closed	-$1.72K	–	393
2026 Q1	$1.72K	Hold	36	–	–	﹤0.01%	431
2025 Q4	$1.73K	Hold	36	–	–	﹤0.01%	441
2025 Q3	$1.74K	Hold	36	–	–	﹤0.01%	403
2025 Q2	$1.72K	Hold	36	–	–	﹤0.01%	313
2025 Q1	$1.71K	Sell	36 -846	-96%	-$40.3K	﹤0.01%	390
2024 Q4	$41.8K	Sell	882 -33	-4%	-$1.57K	0.01%	118
2024 Q3	$44K	Hold	915	–	–	0.01%	103
2024 Q2	$43.2K	Sell	915 -22,270	-96%	-$1.05M	0.02%	96
2024 Q1	$1.1M	Sell	23,185 -16,289	-41%	-$776K	0.41%	22
2023 Q4	$1.89M	Sell	39,474 -2,371	-6%	-$111K	0.79%	19
2023 Q3	$1.93M	Buy	41,845 +4,747	+13%	+$222K	0.9%	22
2023 Q2	$1.75M	Buy	37,098 +1,702	+5%	+$80.1K	0.82%	22
2023 Q1	$1.68M	Buy	35,396 +4,499	+15%	+$212K	0.87%	20
2022 Q4	$1.45M	Buy	+30,897	New	+$1.44M	0.84%	24

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 Strategies & Associates's SHM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 36 shares — an estimated $1.72K sold.

Global Wealth Strategies & Associates first reported a position in SHM in Q4 2022 and held it in 14 quarters. The position peaked at $1.93M in Q3 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 36 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.72K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.93M in Q3 2023.
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 Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.