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

RMR Wealth Builders’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	$630K	Sell	13,142 -420	-3%	-$20.1K	0.04%	172
2026 Q1	$649K	Sell	13,562 -1,027	-7%	-$49.5K	0.05%	152
2025 Q4	$700K	Sell	14,589 -3,511	-19%	-$169K	0.06%	142
2025 Q3	$873K	Buy	18,100 +3,741	+26%	+$180K	0.07%	121
2025 Q2	$687K	Hold	14,359	–	–	0.06%	147
2025 Q1	$683K	Buy	14,359 +1,675	+13%	+$79.8K	0.07%	130
2024 Q4	$601K	Hold	12,684	–	–	0.06%	141
2024 Q3	$611K	Hold	12,684	–	–	0.06%	134
2024 Q2	$599K	Buy	12,684 +1,446	+13%	+$68.2K	0.07%	139
2024 Q1	$533K	Buy	11,238 +225	+2%	+$10.7K	0.06%	146
2023 Q4	$526K	Buy	+11,013	New	+$517K	0.07%	142
2021 Q2	–	Sell	-852	Closed	-$42K	–	611
2021 Q1	$42K	Hold	852	–	–	0.01%	390
2020 Q4	$42K	Buy	+852	New	+$42.4K	0.02%	275

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

RMR Wealth Builders's SHM Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.1% in Q2 2026, selling an estimated $20.1K and leaving 13,142 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #172.

RMR Wealth Builders first reported a position in SHM in Q4 2020 and has held it in 13 quarters since. The position peaked at $873K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

RMR Wealth Builders held 13,142 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $630K as of Q2 2026.
RMR Wealth Builders sold 420 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $20.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #172 holding.
RMR Wealth Builders first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2020 and has held it in 13 quarters since.
RMR Wealth Builders's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $873K in Q3 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 RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.