MWM
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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

MY Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 93% in Q2 2026, selling an estimated $6.14M and leaving 9,743 shares worth $467K. The position accounts for 0.33% of the portfolio, ranked #34.

MY Wealth Management first reported a position in SHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.68M in Q3 2024. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • MY Wealth Management held 9,743 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $467K as of Q2 2026.
  • MY Wealth Management sold 128,251 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $6.14M.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.33% of MY Wealth Management's portfolio in Q2 2026, its #34 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 19 quarters since.
  • MY Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $6.68M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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