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

IHT 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 		$765K Buy
15,958
+260
+2% +$12.4K 0.02% 684
2026
Q1 		$751K Sell
15,698
-195
-1% -$9.4K 0.02% 672
2025
Q4 		$763K Buy
15,893
+103
+0.7% +$4.94K 0.02% 616
2025
Q3 		$761K Sell
15,790
-952
-6% -$45.8K 0.02% 611
2025
Q2 		$801K Buy
16,742
+453
+3% +$21.5K 0.02% 560
2025
Q1 		$775K Buy
16,289
+293
+2% +$14K 0.02% 541
2024
Q4 		$758K Sell
15,996
-13,975
-47% -$667K 0.02% 544
2024
Q3 		$1.44M Sell
29,971
-24,499
-45% -$1.17M 0.04% 401
2024
Q2 		$2.57M Buy
54,470
+2,321
+4% +$109K 0.1% 212
2024
Q1 		$2.47M Sell
52,149
-1,892
-4% -$90.1K 0.1% 216
2023
Q4 		$2.58M Buy
54,041
+39,187
+264% +$1.84M 0.12% 175
2023
Q3 		$687K Sell
14,854
-827
-5% -$38.7K 0.03% 456
2023
Q2 		$738K Buy
15,681
+140
+0.9% +$6.59K 0.04% 418
2023
Q1 		$739K Buy
15,541
+22
+0.1% +$1.04K 0.04% 384
2022
Q4 		$729K Sell
15,519
-46
-0.3% -$2.14K 0.05% 378
2022
Q3 		$717K Buy
+15,565
New +$734K 0.05% 359
2018
Q2 		– Sell
-1,487
Closed -$71K – 1181
2018
Q1 		$71K Hold
1,487
– – 0.02% 580
2017
Q4 		$71K Hold
1,487
– – 0.02% 591
2017
Q3 		$72K Hold
1,487
– – 0.03% 419
2017
Q2 		$90 Hold
1,487
– – 0.04% 361
2017
Q1 		$72K Sell
1,487
-276
-16% -$13.3K 0.05% 342
2016
Q4 		$85K Buy
+1,763
New +$85.2K 0.06% 294

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

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

IHT Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 15,958 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #684.

IHT Wealth Management first reported a position in SHM in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.58M in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • IHT Wealth Management held 15,958 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $765K as of Q2 2026.
  • IHT Wealth Management bought 260 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $12.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #684 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • IHT Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.58M 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.