MI
SHM icon

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

Moneywise Inc’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 		$597K Sell
12,452
-71
-0.6% -$3.4K 0.22% 54
2026
Q1 		$599K Sell
12,523
-173
-1% -$8.34K 0.26% 55
2025
Q4 		$609K Sell
12,696
-1,114
-8% -$53.5K 0.25% 58
2025
Q3 		$666K Sell
13,810
-866
-6% -$41.7K 0.3% 45
2025
Q2 		$702K Sell
14,676
-2,270
-13% -$108K 0.33% 49
2025
Q1 		$807K Sell
16,946
-2,402
-12% -$114K 0.43% 35
2024
Q4 		$917K Sell
19,348
-12,660
-40% -$604K 0.46% 36
2024
Q3 		$1.54M Sell
32,008
-38,042
-54% -$1.82M 0.76% 28
2024
Q2 		$3.31M Sell
70,050
-17,025
-20% -$803K 1.75% 17
2024
Q1 		$4.13M Sell
87,075
-26,106
-23% -$1.24M 2.25% 12
2023
Q4 		$5.41M Sell
113,181
-1,555
-1% -$73K 3.11% 10
2023
Q3 		$5.3M Buy
114,736
+21,846
+24% +$1.02M 3.33% 10
2023
Q2 		$4.37M Buy
92,890
+21,119
+29% +$994K 2.71% 9
2023
Q1 		$3.41M Buy
71,771
+15,428
+27% +$729K 2.21% 10
2022
Q4 		$2.65M Sell
56,343
-3,476
-6% -$162K 1.98% 13
2022
Q3 		$2.76M Sell
59,819
-10,216
-15% -$482K 2.25% 12
2022
Q2 		$3.31M Sell
70,035
-14,268
-17% -$670K 2.58% 10
2022
Q1 		$3.99M Buy
84,303
+5,280
+7% +$255K 2.63% 12
2021
Q4 		$3.89M Buy
79,023
+3,720
+5% +$183K 2.5% 12
2021
Q3 		$3.72M Buy
75,303
+8,006
+12% +$397K 2.43% 12
2021
Q2 		$3.33M Buy
67,297
+2,119
+3% +$105K 2.28% 12
2021
Q1 		$3.23M Buy
65,178
+201
+0.3% +$9.98K 2.18% 12
2020
Q4 		$3.23M Buy
64,977
+1,067
+2% +$53.1K 2.31% 13
2020
Q3 		$3.19M Sell
63,910
-2,959
-4% -$148K 2.53% 13
2020
Q2 		$3.33M Sell
66,869
-9,753
-13% -$482K 2.67% 13
2020
Q1 		$3.75M Sell
76,622
-3,790
-5% -$185K 3.3% 12
2019
Q4 		$3.94M Buy
80,412
+2,205
+3% +$108K 2.96% 13
2019
Q3 		$3.83M Sell
78,207
-6,276
-7% -$308K 3.09% 13
2019
Q2 		$4.13M Buy
84,483
+6,425
+8% +$312K 3.16% 12
2019
Q1 		$3.73M Sell
78,058
-3,997
-5% -$193K 3.2% 12
2018
Q4 		$3.94M Sell
82,055
-6,177
-7% -$295K 3.74% 10
2018
Q3 		$4.21M Buy
88,232
+3,787
+4% +$182K 3.56% 11
2018
Q2 		$4.05M Buy
84,445
+5,971
+8% +$285K 3.47% 11
2018
Q1 		$3.75M Buy
78,474
+935
+1% +$44.8K 3.12% 12
2017
Q4 		$3.71M Buy
77,539
+2,494
+3% +$120K 2.78% 14
2017
Q3 		$3.65M Buy
75,045
+8,568
+13% +$418K 2.88% 14
2017
Q2 		$3.22M Buy
66,477
+9,196
+16% +$447K 2.75% 14
2017
Q1 		$2.77M Buy
57,281
+23,750
+71% +$1.15M 2.51% 14
2016
Q4 		$1.61M Buy
33,531
+26,266
+362% +$1.27M 1.59% 15
2016
Q3 		$355K Buy
+7,265
New +$356K 0.38% 20

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Moneywise Inc's SHM Position: Q2 2026 in Review

Moneywise Inc reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.57% in Q2 2026, selling an estimated $3.4K and leaving 12,452 shares worth $597K. The position accounts for 0.22% of the portfolio, ranked #54.

Moneywise Inc first reported a position in SHM in Q3 2016 and has held it in 40 quarters since. The position peaked at $5.41M in Q4 2023. 91 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Moneywise Inc held 12,452 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $597K as of Q2 2026.
  • Moneywise Inc sold 71 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $3.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.22% of Moneywise Inc's portfolio in Q2 2026, its #54 holding.
  • Moneywise Inc first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and has held it in 40 quarters since.
  • Moneywise Inc's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.41M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.