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

Private Wealth Asset 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	$39.2K	Buy	+818	New	+$39.1K	﹤0.01%	466
2025 Q2	–	Sell	-1,367	Closed	-$65.1K	–	1220
2025 Q1	$65.1K	Buy	+1,367	New	+$65.1K	0.01%	345

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 22.9% 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

Private Wealth Asset Management's SHM Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026: 818 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Private Wealth Asset Management previously reported a position in SHM as recently as Q1 2025.

Private Wealth Asset Management first reported a position in SHM in Q1 2025 and has held it in 2 quarters since. The position peaked at $65.1K in Q1 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Private Wealth Asset Management held 818 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $39.2K as of Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Private Wealth Asset Management position in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #466 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 2 quarters since.
Private Wealth Asset Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $65.1K in Q1 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.