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

MY 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	$6.57M	Buy	137,994 +128,041	+1,286%	+$6.17M	6.36%	6
2025 Q4	$478K	Hold	9,953	–	–	0.42%	26
2025 Q3	$480K	Hold	9,953	–	–	0.42%	25
2025 Q2	$476K	Sell	9,953 -128,041	-93%	-$6.07M	0.46%	22
2025 Q1	$6.57M	Sell	137,994 -348	-0.3%	-$16.6K	6.36%	6
2024 Q4	$6.56M	Sell	138,342 -505	-0.4%	-$24.1K	6.55%	7
2024 Q3	$6.68M	Sell	138,847 -722	-0.5%	-$34.5K	6.78%	6
2024 Q2	$6.59M	Buy	139,569 +131,434	+1,616%	+$6.2M	7.5%	4
2024 Q1	$386K	Hold	8,135	–	–	0.43%	19
2023 Q4	$389K	Hold	8,135	–	–	0.37%	21
2023 Q3	$376K	Hold	8,135	–	–	0.37%	24
2023 Q2	$383K	Hold	8,135	–	–	0.35%	25
2023 Q1	$387K	Hold	8,135	–	–	0.39%	24
2022 Q4	$382K	Hold	8,135	–	–	0.58%	20
2022 Q3	$375K	Sell	8,135 -103,838	-93%	-$4.9M	0.4%	21
2022 Q2	$5.29M	Sell	111,973 -846	-0.7%	-$39.7K	5.72%	6
2022 Q1	$5.34M	Buy	112,819 +8,591	+8%	+$414K	4.95%	8
2021 Q4	$5.13M	Buy	+104,228	New	+$5.13M	4.51%	9

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

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

MY Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1,286% in Q1 2026, buying an estimated $6.17M and bringing the position to 137,994 shares worth $6.57M. The position accounts for 6.36% of the portfolio, ranked #6.

MY Wealth Management first reported a position in SHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.68M in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

MY Wealth Management held 137,994 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $6.57M as of Q1 2026.
MY Wealth Management bought 128,041 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $6.17M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 6.36% of MY Wealth Management's portfolio in Q1 2026, its #6 holding.
MY Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.68M in Q3 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.