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

McNaughton 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
Q2 		$2.21M Sell
46,166
-1,664
-3% -$79.6K 0.79% 33
2026
Q1 		$2.29M Sell
47,830
-5,895
-11% -$284K 0.95% 31
2025
Q4 		$2.58M Sell
53,725
-1,915
-3% -$91.9K 1.06% 29
2025
Q3 		$2.68M Buy
55,640
+1,124
+2% +$54.1K 1.13% 29
2025
Q2 		$2.61M Sell
54,516
-2,264
-4% -$107K 1.16% 29
2025
Q1 		$2.7M Sell
56,780
-4,164
-7% -$198K 1.31% 24
2024
Q4 		$2.89M Buy
60,944
+3,371
+6% +$161K 1.39% 22
2024
Q3 		$2.77M Buy
57,573
+3,218
+6% +$154K 1.35% 22
2024
Q2 		$2.57M Sell
54,355
-172
-0.3% -$8.11K 1.36% 22
2024
Q1 		$2.59M Buy
54,527
+9,552
+21% +$455K 1.43% 22
2023
Q4 		$2.15M Buy
44,975
+7,096
+19% +$333K 1.27% 22
2023
Q3 		$1.75M Buy
37,879
+3,997
+12% +$187K 1.16% 24
2023
Q2 		$1.59M Sell
33,882
-2,469
-7% -$116K 1.02% 21
2023
Q1 		$1.73M Sell
36,351
-5,207
-13% -$246K 1.15% 24
2022
Q4 		$1.95M Sell
41,558
-2,971
-7% -$138K 1.33% 24
2022
Q3 		$2.05M Buy
44,529
+5,188
+13% +$245K 1.51% 21
2022
Q2 		$1.86M Buy
39,341
+2,504
+7% +$118K 1.31% 23
2022
Q1 		$1.74M Sell
36,837
-1,942
-5% -$93.6K 1.13% 24
2021
Q4 		$1.9M Sell
38,779
-7,318
-16% -$361K 1.23% 22
2021
Q3 		$2.28M Buy
46,097
+925
+2% +$45.9K 1.61% 22
2021
Q2 		$2.24M Buy
45,172
+6,771
+18% +$336K 1.57% 21
2021
Q1 		$1.9M Sell
38,401
-668
-2% -$33.2K 1.46% 21
2020
Q4 		$1.95M Buy
39,069
+7,040
+22% +$351K 1.56% 21
2020
Q3 		$1.6M Buy
32,029
+6,209
+24% +$310K 1.4% 21
2020
Q2 		$1.29M Buy
25,820
+666
+3% +$32.9K 1.19% 21
2020
Q1 		$1.23M Buy
25,154
+4,856
+24% +$237K 1.31% 22
2019
Q4 		$995K Buy
+20,298
New +$995K 0.93% 30

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

McNaughton Wealth Management's SHM Position: Q2 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.5% in Q2 2026, selling an estimated $79.6K and leaving 46,166 shares worth $2.21M. The position accounts for 0.79% of the portfolio, ranked #33.

McNaughton Wealth Management first reported a position in SHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.89M in Q4 2024. 174 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • McNaughton Wealth Management held 46,166 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.21M as of Q2 2026.
  • McNaughton Wealth Management sold 1,664 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $79.6K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.79% of McNaughton Wealth Management's portfolio in Q2 2026, its #33 holding.
  • McNaughton Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.89M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.