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

Iron Horse 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
2025 Q2	$3.44K	Buy	72 +26	+57%	+$1.23K	﹤0.01%	415
2025 Q1	$2.19K	Hold	46	–	–	﹤0.01%	456
2024 Q4	$2.18K	Hold	46	–	–	﹤0.01%	385
2024 Q3	$2.21K	Hold	46	–	–	﹤0.01%	372
2024 Q2	$2.17K	Hold	46	–	–	﹤0.01%	352
2024 Q1	$2.18K	Hold	46	–	–	﹤0.01%	340
2023 Q4	$2.2K	Hold	46	–	–	﹤0.01%	356
2023 Q3	$2.13K	Buy	+46	New	+$2.15K	﹤0.01%	353

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iron Horse Wealth Management's SHM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 57% in Q2 2025, buying an estimated $1.23K and bringing the position to 72 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Iron Horse Wealth Management first reported a position in SHM in Q3 2023 and has held it in 8 quarters since. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

Iron Horse Wealth Management held 72 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.44K as of Q2 2025.
Iron Horse Wealth Management bought 26 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $1.23K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #415 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2023 and has held it in 8 quarters since.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.