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

Nvest Wealth Strategies’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 		$3.84K Hold
80
– – ﹤0.01% 163
2026
Q1 		$3.83K Hold
80
– – ﹤0.01% 165
2025
Q4 		$3.84K Buy
+80
New +$3.84K ﹤0.01% 164

Other funds holding SHM

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Nvest Wealth Strategies's SHM Position: Q2 2026 in Review

Nvest Wealth Strategies held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 80 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Nvest Wealth Strategies first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.84K in Q4 2025. 252 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Nvest Wealth Strategies held 80 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.84K as of Q2 2026.
  • Nvest Wealth Strategies left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #163 holding.
  • Nvest Wealth Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.84K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.