MY Wealth Management
SHM icon

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
Q3 		$455K Hold
9,743
– – 0.33% 31
2026
Q2 		$467K Sell
9,743
-128,251
-93% -$6.14M 0.33% 34
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MY Wealth Management's SHM Position: Q3 2026 in Review

MY Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2026 at 9,743 shares worth $455K. The position accounts for 0.33% of the portfolio, ranked #31.

MY Wealth Management first reported a position in SHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.68M in Q3 2024. 219 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • MY Wealth Management held 9,743 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $455K as of Q3 2026.
  • MY Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.33% of MY Wealth Management's portfolio in Q3 2026, its #31 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 20 quarters since.
  • MY Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.68M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.