KWMG LLC’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

KWMG LLC’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	$1.39M	Sell	28,974 -1,235	-4%	-$59.1K	0.1%	94
2026 Q1	$1.44M	Sell	30,209 -1,296	-4%	-$62.5K	0.12%	95
2025 Q4	$1.51M	Sell	31,505 -1,691	-5%	-$81.2K	0.13%	96
2025 Q3	$1.6M	Buy	33,196 +6,116	+23%	+$294K	0.14%	96
2025 Q2	$1.3M	Sell	27,080 -5,805	-18%	-$275K	0.12%	99
2025 Q1	$1.57M	Sell	32,885 -45,607	-58%	-$2.17M	0.16%	97
2024 Q4	$3.72M	Sell	78,492 -4,740	-6%	-$226K	0.38%	89
2024 Q3	$4.01M	Buy	83,232 +1,628	+2%	+$77.7K	0.4%	89
2024 Q2	$3.85M	Sell	81,604 -46	-0.1%	-$2.17K	0.42%	88
2024 Q1	$3.87M	Buy	81,650 +2,558	+3%	+$122K	0.42%	86
2023 Q4	$3.78M	Buy	79,092 +4,775	+6%	+$224K	0.44%	84
2023 Q3	$3.44M	Buy	74,317 +3,477	+5%	+$163K	0.43%	84
2023 Q2	$3.33M	Buy	70,840 +1,786	+3%	+$84.1K	0.41%	88
2023 Q1	$3.28M	Buy	69,054 +730	+1%	+$34.5K	0.44%	85
2022 Q4	$3.21M	Buy	68,324 +1,996	+3%	+$92.9K	0.46%	81
2022 Q3	$3.06M	Buy	66,328 +3,058	+5%	+$144K	0.47%	80
2022 Q2	$2.99M	Buy	63,270 +4,076	+7%	+$191K	0.45%	83
2022 Q1	$2.8M	Buy	59,194 +2,075	+4%	+$100K	0.38%	91
2021 Q4	$2.81M	Sell	57,119 -8,563	-13%	-$422K	0.38%	91
2021 Q3	$3.25M	Buy	65,682 +2,218	+3%	+$110K	0.47%	80
2021 Q2	$3.15M	Sell	63,464 -2,381	-4%	-$118K	0.47%	81
2021 Q1	$3.26M	Sell	65,845 -575	-0.9%	-$28.6K	0.52%	73
2020 Q4	$3.31M	Sell	66,420 -9,332	-12%	-$465K	0.59%	58
2020 Q3	$3.78M	Buy	75,752 +7,924	+12%	+$396K	0.76%	37
2020 Q2	$3.38M	Buy	67,828 +14,447	+27%	+$714K	0.73%	39
2020 Q1	$2.61M	Buy	53,381 +9,618	+22%	+$470K	0.7%	44
2019 Q4	$2.15M	Buy	43,763 +4,686	+12%	+$230K	0.47%	67
2019 Q3	$1.91M	Buy	39,077 +492	+1%	+$24.2K	0.46%	73
2019 Q2	$1.89M	Buy	38,585 +1,406	+4%	+$68.3K	0.45%	70
2019 Q1	$1.8M	Buy	37,179 +2,753	+8%	+$133K	0.45%	72
2018 Q4	$1.66M	Sell	34,426 -7,967	-19%	-$380K	0.45%	76
2018 Q3	$2.02M	Buy	42,393 +1,006	+2%	+$48.2K	0.52%	72
2018 Q2	$1.99M	Sell	41,387 -4,947	-11%	-$236K	0.54%	61
2018 Q1	$2.22M	Buy	46,334 +8,311	+22%	+$399K	0.65%	42
2017 Q4	$1.82M	Sell	38,023 -19,386	-34%	-$936K	0.55%	61
2017 Q3	$2.79M	Buy	57,409 +1,909	+3%	+$93.1K	0.92%	25
2017 Q2	$2.69M	Buy	55,500 +4,702	+9%	+$229K	0.95%	23
2017 Q1	$2.46M	Buy	50,798 +36,772	+262%	+$1.77M	0.95%	23
2016 Q4	$672K	Sell	14,026 -11,591	-45%	-$560K	0.29%	97
2016 Q3	$1.25M	Buy	25,617 +1,215	+5%	+$59.6K	0.61%	42
2016 Q2	$1.2M	Buy	24,402 +470	+2%	+$23K	0.65%	38
2016 Q1	$1.17M	Buy	23,932 +1,593	+7%	+$77.9K	0.69%	37
2015 Q4	$1.09M	Buy	22,339 +5,607	+34%	+$273K	0.74%	36
2015 Q3	$815K	Sell	16,732 -434	-3%	-$21.1K	0.61%	47
2015 Q2	$834K	Buy	17,166 +4,148	+32%	+$201K	0.61%	46
2015 Q1	$630K	Buy	13,018 +299	+2%	+$14.6K	0.5%	52
2014 Q4	$621K	Buy	+12,719	New	+$620K	0.52%	58

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

KWMG LLC's SHM Position: Q2 2026 in Review

KWMG LLC reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.1% in Q2 2026, selling an estimated $59.1K and leaving 28,974 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #94.

KWMG LLC first reported a position in SHM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.01M in Q3 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

KWMG LLC held 28,974 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.39M as of Q2 2026.
KWMG LLC sold 1,235 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $59.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.1% of KWMG LLC's portfolio in Q2 2026, its #94 holding.
KWMG LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2014 and has held it in 47 quarters since.
KWMG LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.01M in Q3 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.