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

Northwest 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 		$419K Sell
8,744
-1,860
-18% -$89K 0.06% 155
2026
Q1 		$507K Hold
10,604
– – 0.08% 122
2025
Q4 		$509K Hold
10,604
– – 0.08% 118
2025
Q3 		$511K Hold
10,604
– – 0.08% 108
2025
Q2 		$507K Hold
10,604
– – 0.09% 103
2025
Q1 		$505K Buy
10,604
+47
+0.4% +$2.24K 0.1% 97
2024
Q4 		$500K Hold
10,557
– – 0.11% 96
2024
Q3 		$508K Hold
10,557
– – 0.12% 94
2024
Q2 		$498K Hold
10,557
– – 0.13% 93
2024
Q1 		$501K Hold
10,557
– – 0.14% 94
2023
Q4 		$505K Sell
10,557
-6,875
-39% -$323K 0.15% 92
2023
Q3 		$806K Hold
17,432
– – 0.29% 69
2023
Q2 		$820K Hold
17,432
– – 0.3% 69
2023
Q1 		$829K Hold
17,432
– – 0.32% 66
2022
Q4 		$819K Hold
17,432
– – 0.35% 66
2022
Q3 		$803K Hold
17,432
– – 0.35% 68
2022
Q2 		$824K Hold
17,432
– – 0.36% 66
2022
Q1 		$825K Hold
17,432
– – 0.4% 63
2021
Q4 		$857K Sell
17,432
-346
-2% -$17K 0.4% 61
2021
Q3 		$878K Sell
17,778
-202
-1% -$10K 0.44% 55
2021
Q2 		$891K Sell
17,980
-366
-2% -$18.2K 0.47% 53
2021
Q1 		$909K Buy
18,346
+476
+3% +$23.6K 0.57% 46
2020
Q4 		$890K Buy
17,870
+1
+0% +$50 0.61% 45
2020
Q3 		$891K Sell
17,869
-324
-2% -$16.2K 0.74% 40
2020
Q2 		$907K Sell
18,193
-447
-2% -$22.1K 0.79% 38
2020
Q1 		$911K Sell
18,640
-6,640
-26% -$325K 0.92% 34
2019
Q4 		$1.24M Hold
25,280
– – 1.14% 25
2019
Q3 		$1.24M Buy
25,280
+550
+2% +$27K 1.02% 30
2019
Q2 		$1.21M Buy
24,730
+8,042
+48% +$391K 0.98% 31
2019
Q1 		$809K Buy
16,688
+430
+3% +$20.8K 0.61% 45
2018
Q4 		$781K Hold
16,258
– – 0.66% 41
2018
Q3 		$775K Buy
16,258
+6,145
+61% +$295K 0.58% 43
2018
Q2 		$485K Buy
10,113
+2,355
+30% +$112K 0.36% 63
2018
Q1 		$371K Buy
7,758
+2,204
+40% +$106K 0.28% 74
2017
Q4 		$266K Hold
5,554
– – 0.22% 82
2017
Q3 		$270K Sell
5,554
-5,020
-47% -$245K 0.38% 53
2017
Q2 		$513K Hold
10,574
– – 0.47% 48
2017
Q1 		$512K Sell
10,574
-2,714
-20% -$131K 0.47% 48
2016
Q4 		$637K Buy
+13,288
New +$642K 0.65% 38

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Northwest Wealth Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 18% in Q2 2026, selling an estimated $89K and leaving 8,744 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #155.

Northwest Wealth Management first reported a position in SHM in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.24M in Q4 2019. 184 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Northwest Wealth Management held 8,744 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $419K as of Q2 2026.
  • Northwest Wealth Management sold 1,860 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $89K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Northwest Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.24M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.