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

Precision 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	$2.15M	Sell	44,926 -47,610	-51%	-$2.28M	0.65%	34
2026 Q1	$4.43M	Sell	92,536 -12,493	-12%	-$602K	1.47%	16
2025 Q4	$5.04M	Buy	105,029 +2,425	+2%	+$116K	1.63%	15
2025 Q3	$4.95M	Sell	102,604 -6,316	-6%	-$304K	1.6%	14
2025 Q2	$5.21M	Buy	+108,920	New	+$5.17M	1.69%	14

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Precision Wealth Strategies reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 51% in Q2 2026, selling an estimated $2.28M and leaving 44,926 shares worth $2.15M. The position accounts for 0.65% of the portfolio, ranked #34.

Precision Wealth Strategies first reported a position in SHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.21M in Q2 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Precision Wealth Strategies held 44,926 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $2.15M as of Q2 2026.
Precision Wealth Strategies sold 47,610 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.28M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.65% of Precision Wealth Strategies's portfolio in Q2 2026, its #34 holding.
Precision Wealth Strategies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.21M in Q2 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

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