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

Golden State Wealth 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 		$51.2K Buy
1,067
+7
+0.7% +$335 ﹤0.01% 723
2026
Q1 		$50.7K Buy
1,060
+5
+0.5% +$241 0.01% 677
2025
Q4 		$50.7K Buy
1,055
+9
+0.9% +$432 0.01% 691
2025
Q3 		$50.5K Buy
1,046
+7
+0.7% +$337 0.01% 675
2025
Q2 		$49.7K Sell
1,039
-847
-45% -$40.2K 0.01% 644
2025
Q1 		$89.8K Buy
1,886
+8
+0.4% +$381 0.01% 475
2024
Q4 		$89K Buy
+1,878
New +$89.6K 0.01% 454

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

Golden State Wealth Management's SHM Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.66% in Q2 2026, buying an estimated $335 and bringing the position to 1,067 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Golden State Wealth Management first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.8K in Q1 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Golden State Wealth Management held 1,067 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $51.2K as of Q2 2026.
  • Golden State Wealth Management bought 7 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $335.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $89.8K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.