Heritage Wealth Management (California)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Heritage Wealth Management (California)’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	$867K	Buy	18,085 +3,095	+21%	+$148K	0.33%	50
2026 Q1	$717K	Buy	14,990 +1,663	+12%	+$80.1K	0.4%	50
2025 Q4	$640K	Buy	13,327 +848	+7%	+$40.7K	0.41%	51
2025 Q3	$602K	Buy	12,479 +493	+4%	+$23.7K	0.4%	50
2025 Q2	$573K	Buy	11,986 +38	+0.3%	+$1.8K	0.38%	48
2025 Q1	$569K	Buy	11,948 +1,054	+10%	+$50.2K	0.43%	46
2024 Q4	$516K	Buy	10,894 +2,045	+23%	+$97.6K	0.37%	47
2024 Q3	$426K	Buy	8,849 +470	+6%	+$22.4K	0.3%	57
2024 Q2	$395K	Buy	8,379 +51	+0.6%	+$2.4K	0.29%	56
2024 Q1	$395K	Buy	8,328 +377	+5%	+$18K	0.3%	55
2023 Q4	$380K	Buy	+7,951	New	+$373K	0.3%	54

Other funds holding SHM

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 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Heritage Wealth Management (California)'s SHM Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 21% in Q2 2026, buying an estimated $148K and bringing the position to 18,085 shares worth $867K. The position accounts for 0.33% of the portfolio, ranked #50.

Heritage Wealth Management (California) first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Heritage Wealth Management (California) held 18,085 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $867K as of Q2 2026.
Heritage Wealth Management (California) bought 3,095 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $148K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.33% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #50 holding.
Heritage Wealth Management (California) first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.