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

Hurlow Wealth Management Group’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 		$1.5M Buy
31,219
+100
+0.3% +$4.79K 0.31% 33
2026
Q1 		$1.49M Buy
31,119
+299
+1% +$14.4K 0.35% 32
2025
Q4 		$1.48M Sell
30,820
-2,732
-8% -$131K 0.36% 34
2025
Q3 		$1.62M Buy
33,552
+384
+1% +$18.5K 0.42% 32
2025
Q2 		$1.59M Sell
33,168
-242
-0.7% -$11.5K 0.45% 31
2025
Q1 		$1.59M Sell
33,410
-2,198
-6% -$105K 0.5% 33
2024
Q4 		$1.69M Buy
35,608
+3,666
+11% +$175K 0.53% 31
2024
Q3 		$1.54M Buy
31,942
+844
+3% +$40.3K 0.48% 33
2024
Q2 		$1.47M Sell
31,098
-2,265
-7% -$107K 0.5% 31
2024
Q1 		$1.58M Sell
33,363
-28,266
-46% -$1.35M 0.56% 31
2023
Q4 		$2.95M Buy
61,629
+33,527
+119% +$1.57M 1.12% 21
2023
Q3 		$1.3M Sell
28,102
-205
-0.7% -$9.6K 0.57% 30
2023
Q2 		$1.33M Buy
28,307
+1,174
+4% +$55.3K 0.57% 30
2023
Q1 		$1.29M Sell
27,133
-1,937
-7% -$91.5K 0.6% 30
2022
Q4 		$1.37M Buy
29,070
+5,385
+23% +$251K 0.71% 29
2022
Q3 		$1.09M Buy
+23,685
New +$1.12M 0.64% 29

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

Hurlow Wealth Management Group's SHM Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.32% in Q2 2026, buying an estimated $4.79K and bringing the position to 31,219 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #33.

Hurlow Wealth Management Group first reported a position in SHM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.95M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Hurlow Wealth Management Group held 31,219 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.5M as of Q2 2026.
  • Hurlow Wealth Management Group bought 100 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $4.79K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.31% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #33 holding.
  • Hurlow Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Hurlow Wealth Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.95M in Q4 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 Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.