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

Juncture Wealth Strategies’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 		$1.18M Sell
24,605
-603
-2% -$28.9K 0.31% 59
2026
Q1 		$1.21M Sell
25,208
-583
-2% -$28.1K 0.4% 48
2025
Q4 		$1.24M Sell
25,791
-4,888
-16% -$235K 0.41% 44
2025
Q3 		$1.48M Buy
30,679
+5,687
+23% +$274K 0.5% 38
2025
Q2 		$1.2M Buy
24,992
+3,165
+15% +$150K 0.42% 41
2025
Q1 		$1.04M Sell
21,827
-170
-0.8% -$8.1K 0.4% 42
2024
Q4 		$1.04M Buy
21,997
+1,185
+6% +$56.6K 0.39% 41
2024
Q3 		$1M Sell
20,812
-2,622
-11% -$125K 0.39% 41
2024
Q2 		$1.11M Sell
23,434
-3,885
-14% -$183K 0.46% 39
2024
Q1 		$1.3M Sell
27,319
-45
-0.2% -$2.14K 0.56% 31
2023
Q4 		$1.31M Buy
27,364
+3,602
+15% +$169K 0.59% 34
2023
Q3 		$1.1M Sell
23,762
-164
-0.7% -$7.68K 0.54% 40
2023
Q2 		$1.13M Buy
23,926
+6,913
+41% +$326K 0.53% 34
2023
Q1 		$809K Buy
17,013
+54
+0.3% +$2.55K 0.4% 46
2022
Q4 		$797K Sell
16,959
-2,605
-13% -$121K 0.38% 47
2022
Q3 		$902K Buy
19,564
+566
+3% +$26.7K 0.45% 40
2022
Q2 		$898K Buy
18,998
+5,533
+41% +$260K 0.44% 38
2022
Q1 		$637K Buy
13,465
+696
+5% +$33.6K 0.3% 64
2021
Q4 		$628K Buy
12,769
+869
+7% +$42.8K 0.3% 67
2021
Q3 		$588K Buy
11,900
+203
+2% +$10.1K 0.31% 64
2021
Q2 		$580K Buy
11,697
+1,545
+15% +$76.6K 0.33% 67
2021
Q1 		$503K Buy
10,152
+154
+2% +$7.65K 0.32% 70
2020
Q4 		$498K Buy
9,998
+975
+11% +$48.5K 0.32% 70
2020
Q3 		$450K Buy
9,023
+3,635
+67% +$182K 0.31% 73
2020
Q2 		$269K Buy
+5,388
New +$266K 0.2% 91
2019
Q2 		– Sell
-6,206
Closed -$301K – 119
2019
Q1 		$301K Sell
6,206
-1,478
-19% -$71.4K 0.23% 95
2018
Q4 		$369K Sell
7,684
-2,144
-22% -$102K 0.25% 81
2018
Q3 		$469K Buy
9,828
+1,593
+19% +$76.4K 0.25% 77
2018
Q2 		$395K Buy
8,235
+669
+9% +$32K 0.21% 77
2018
Q1 		$362K Buy
7,566
+882
+13% +$42.3K 0.2% 77
2017
Q4 		$320K Buy
6,684
+1,062
+19% +$51.3K 0.18% 76
2017
Q3 		$273K Buy
5,622
+1,184
+27% +$57.7K 0.15% 79
2017
Q2 		$215K Buy
4,438
+254
+6% +$12.3K 0.12% 83
2017
Q1 		$203K Sell
4,184
-248
-6% -$12K 0.12% 83
2016
Q4 		$212K Buy
+4,432
New +$214K 0.15% 80

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

Juncture Wealth Strategies's SHM Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.4% in Q2 2026, selling an estimated $28.9K and leaving 24,605 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #59.

Juncture Wealth Strategies first reported a position in SHM in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.48M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Juncture Wealth Strategies held 24,605 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.18M as of Q2 2026.
  • Juncture Wealth Strategies sold 603 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $28.9K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.31% of Juncture Wealth Strategies's portfolio in Q2 2026, its #59 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.48M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.