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

HighMark 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	$3.3K	Buy	69 +1	+1%	+$48	﹤0.01%	430
2026 Q1	$3.27K	Hold	68	–	–	﹤0.01%	426
2025 Q4	$3.27K	Buy	68 +1	+1%	+$48	﹤0.01%	446
2025 Q3	$3.25K	Hold	67	–	–	﹤0.01%	449
2025 Q2	$3.21K	Buy	+67	New	+$3.18K	﹤0.01%	447

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

HighMark Wealth Management's SHM Position: Q2 2026 in Review

HighMark Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.5% in Q2 2026, buying an estimated $48 and bringing the position to 69 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

HighMark Wealth Management first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

HighMark Wealth Management held 69 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.3K as of Q2 2026.
HighMark Wealth Management bought 1 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share in Q2 2026, an estimated $48.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #430 holding.
HighMark Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 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 HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.