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

Private Wealth Management Group’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	$26.2K	Buy	547 +62	+13%	+$2.97K	0.01%	318
2026 Q1	$23.2K	Hold	485	–	–	0.01%	298
2025 Q4	$23.3K	Hold	485	–	–	0.01%	292
2025 Q3	$23.4K	Hold	485	–	–	0.01%	296
2025 Q2	$23.2K	Hold	485	–	–	0.01%	272
2025 Q1	$23.1K	Sell	485 -45	-8%	-$2.14K	0.01%	269
2024 Q4	$25.1K	Hold	530	–	–	0.01%	260
2024 Q3	$25.5K	Hold	530	–	–	0.01%	242
2024 Q2	$25K	Sell	530 -42	-7%	-$1.98K	0.01%	242
2024 Q1	$27.1K	Sell	572 -445	-44%	-$21.2K	0.01%	227
2023 Q4	$48.6K	Buy	+1,017	New	+$47.7K	0.02%	158

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

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

Private Wealth Management Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 13% in Q2 2026, buying an estimated $2.97K and bringing the position to 547 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #318.

Private Wealth Management Group first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.6K in Q4 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Private Wealth Management Group held 547 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $26.2K as of Q2 2026.
Private Wealth Management Group bought 62 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2.97K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #318 holding.
Private Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $48.6K in Q4 2023.
396 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 Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.