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

LJI 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 Q1	$1.92M	Sell	40,236 -930	-2%	-$44.8K	0.31%	35
2025 Q4	$1.98M	Hold	41,166	–	–	0.3%	40
2025 Q3	$1.99M	Sell	41,166 -8,600	-17%	-$414K	0.35%	29
2025 Q2	$2.38M	Sell	49,766 -1,692	-3%	-$80.3K	0.41%	29
2025 Q1	$2.45M	Buy	51,458 +2	+0%	+$95	0.49%	27
2024 Q4	$2.44M	Buy	51,456 +3	+0%	+$143	0.48%	28
2024 Q3	$2.48M	Sell	51,453 -198	-0.4%	-$9.45K	0.51%	28
2024 Q2	$2.44M	Buy	+51,651	New	+$2.44M	0.54%	26
2024 Q1	–	Sell	-54,290	Closed	-$2.59M	–	167
2023 Q4	$2.59M	Sell	54,290 -15,263	-22%	-$716K	0.67%	25
2023 Q3	$3.22M	Sell	69,553 -5,872	-8%	-$275K	0.93%	20
2023 Q2	$3.55M	Sell	75,425 -23,175	-24%	-$1.09M	1.03%	19
2023 Q1	$4.69M	Buy	98,600 +14,320	+17%	+$676K	1.48%	15
2022 Q4	$3.96M	Buy	+84,280	New	+$3.92M	1.39%	16

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

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

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

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

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

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

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

UCFA

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

LJI Wealth Management's SHM Position: Q1 2026 in Review

LJI Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 2.3% in Q1 2026, selling an estimated $44.8K and leaving 40,236 shares worth $1.92M. The position accounts for 0.31% of the portfolio, ranked #35.

LJI Wealth Management first reported a position in SHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.69M in Q1 2023. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

LJI Wealth Management held 40,236 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.92M as of Q1 2026.
LJI Wealth Management sold 930 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $44.8K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.31% of LJI Wealth Management's portfolio in Q1 2026, its #35 holding.
LJI Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2022 and has held it in 13 quarters since.
LJI Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.69M in Q1 2023.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.