JFS Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $331K | Hold |
6,896
| – | – | 0.02% | 278 |
|
|
2026
Q1 | $330K | Hold |
6,896
| – | – | 0.02% | 266 |
|
|
2025
Q4 | $331K | Hold |
6,896
| – | – | 0.02% | 262 |
|
|
2025
Q3 | $333K | Hold |
6,896
| – | – | 0.02% | 265 |
|
|
2025
Q2 | $330K | Hold |
6,896
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $328K | Hold |
6,896
| – | – | 0.02% | 248 |
|
|
2024
Q4 | $327K | Hold |
6,896
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $332K | Hold |
6,896
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $325K | Sell |
6,896
-65
| -0.9% | -$3.06K | 0.03% | 188 |
|
|
2024
Q1 | $330K | Buy |
6,961
+65
| +0.9% | +$3.1K | 0.03% | 194 |
|
|
2023
Q4 | $330K | Hold |
6,896
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $319K | Hold |
6,896
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $324K | Buy |
6,896
+5,896
| +590% | +$278K | 0.03% | 171 |
|
|
2023
Q1 | $47.5K | Hold |
1,000
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $46K | Hold |
1,000
| – | – | 0.01% | 396 |
|
|
2022
Q2 | $47K | Hold |
1,000
| – | – | 0.01% | 405 |
|
|
2022
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $49K | Hold |
1,000
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $50K | Hold |
1,000
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 254 |
|
|
2020
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $50K | Hold |
1,000
| – | – | 0.01% | 239 |
|
|
2020
Q2 | $50K | Hold |
1,000
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $49K | Sell |
1,000
-10,228
| -91% | -$500K | 0.01% | 221 |
|
|
2019
Q4 | $551K | Sell |
11,228
-58,488
| -84% | -$2.87M | 0.14% | 88 |
|
|
2019
Q3 | $3.42M | Sell |
69,716
-1,974
| -3% | -$96.9K | 0.87% | 26 |
|
|
2019
Q2 | $3.51M | Hold |
71,690
| – | – | 0.89% | 27 |
|
|
2019
Q1 | $3.48M | Sell |
71,690
-62,183
| -46% | -$3M | 0.91% | 26 |
|
|
2018
Q4 | $6.43M | Buy |
133,873
+132,873
| +13,287% | +$6.34M | 1.72% | 13 |
|
|
2018
Q3 | $48K | Sell |
1,000
-283
| -22% | -$13.6K | 0.01% | 250 |
|
|
2018
Q2 | $62K | Buy |
1,283
+283
| +28% | +$13.5K | 0.02% | 229 |
|
|
2018
Q1 | $48K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $48K | Hold |
1,000
| – | – | 0.01% | 258 |
|
|
2017
Q3 | $49K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2017
Q2 | $49K | Sell |
1,000
-71,317
| -99% | -$3.47M | 0.01% | 221 |
|
|
2017
Q1 | $3.47M | Hold |
72,317
| – | – | 0.94% | 32 |
|
|
2016
Q4 | $3.47M | Buy |
+72,317
| New | +$3.49M | 0.94% | 32 |
|
|
2015
Q4 | – | Sell |
-198
| Closed | -$10K | – | 562 |
|
|
2015
Q3 | $10K | Buy |
+198
| New | +$9.63K | ﹤0.01% | 347 |
|
Other funds holding SHM
QC
UCFA
JFS Wealth Advisors's SHM Position: Q2 2026 in Review
JFS Wealth Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 6,896 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #278.
JFS Wealth Advisors first reported a position in SHM in Q3 2015 and has held it in 40 quarters since. The position peaked at $6.43M in Q4 2018. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.
- JFS Wealth Advisors held 6,896 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $331K as of Q2 2026.
- JFS Wealth Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
- State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #278 holding.
- JFS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2015 and has held it in 40 quarters since.
- JFS Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.43M in Q4 2018.
- 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.