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

NewEdge Wealth’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 		$650K Buy
13,541
+1,647
+14% +$78.8K 0.01% 788
2026
Q1 		$569K Buy
11,894
+2,289
+24% +$110K 0.01% 779
2025
Q4 		$461K Buy
9,605
+5
+0.1% +$240 0.01% 874
2025
Q3 		$460K Buy
+9,600
New +$462K 0.01% 769
2024
Q3 		– Sell
-12,474
Closed -$589K – 895
2024
Q2 		$589K Sell
12,474
-4,196
-25% -$198K 0.01% 510
2024
Q1 		$785K Sell
16,670
-3,140
-16% -$150K 0.02% 464
2023
Q4 		$947K Sell
19,810
-2,965
-13% -$139K 0.02% 410
2023
Q3 		$1.05M Sell
22,775
-417
-2% -$19.5K 0.03% 344
2023
Q2 		$1.09M Sell
23,192
-227
-1% -$10.7K 0.04% 336
2023
Q1 		$1.11M Sell
23,419
-871
-4% -$41.1K 0.04% 296
2022
Q4 		$1.14M Buy
24,290
+11
+0% +$512 0.05% 277
2022
Q3 		$1.12M Sell
24,279
-3,905
-14% -$184K 0.05% 264
2022
Q2 		$1.33M Buy
28,184
+12
+0% +$564 0.06% 251
2022
Q1 		$1.33M Sell
28,172
-849
-3% -$40.9K 0.06% 194
2021
Q4 		$1.43M Buy
29,021
+5,243
+22% +$258K 0.06% 198
2021
Q3 		$1.18M Buy
23,778
+23
+0.1% +$1.14K 0.07% 171
2021
Q2 		$1.18M Buy
23,755
+283
+1% +$14K 0.09% 165
2021
Q1 		$1.16M Buy
23,472
+9,970
+74% +$495K 0.12% 144
2020
Q4 		$672K Buy
+13,502
New +$672K 0.21% 103

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

NewEdge Wealth's SHM Position: Q2 2026 in Review

NewEdge Wealth increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 14% in Q2 2026, buying an estimated $78.8K and bringing the position to 13,541 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #788.

NewEdge Wealth first reported a position in SHM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • NewEdge Wealth held 13,541 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $650K as of Q2 2026.
  • NewEdge Wealth bought 1,647 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $78.8K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #788 holding.
  • NewEdge Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.43M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.