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

SteelPeak Wealth’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 		$1.79M Sell
37,319
-5,179
-12% -$248K 0.05% 245
2026
Q1 		$2.03M Sell
42,498
-550
-1% -$26.5K 0.06% 219
2025
Q4 		$2.07M Sell
43,048
-1,565
-4% -$75.1K 0.07% 201
2025
Q3 		$2.15M Sell
44,613
-10,928
-20% -$526K 0.07% 206
2025
Q2 		$2.66M Buy
55,541
+847
+2% +$40.2K 0.1% 154
2025
Q1 		$2.6M Sell
54,694
-1,835
-3% -$87.4K 0.11% 150
2024
Q4 		$2.68M Sell
56,529
-298
-0.5% -$14.2K 0.11% 146
2024
Q3 		$2.74M Sell
56,827
-2,626
-4% -$125K 0.12% 134
2024
Q2 		$2.81M Sell
59,453
-8,541
-13% -$403K 0.13% 129
2024
Q1 		$3.23M Buy
+67,994
New +$3.24M 0.16% 117
2023
Q1 		– Sell
-34,678
Closed -$1.63M – 451
2022
Q4 		$1.63M Sell
34,678
-15,963
-32% -$743K 0.12% 135
2022
Q3 		$2.33M Sell
50,641
-16,948
-25% -$800K 0.17% 105
2022
Q2 		$3.19M Buy
67,589
+2,922
+5% +$137K 0.23% 84
2022
Q1 		$3.06M Buy
64,667
+12,558
+24% +$605K 0.17% 98
2021
Q4 		$2.56M Buy
52,109
+5,893
+13% +$290K 0.14% 107
2021
Q3 		$2.28M Sell
46,216
-904
-2% -$44.8K 0.15% 103
2021
Q2 		$2.33M Buy
47,120
+1,828
+4% +$90.7K 0.16% 107
2021
Q1 		$2.25M Buy
+45,292
New +$2.25M 0.18% 99

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

SteelPeak Wealth's SHM Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 12% in Q2 2026, selling an estimated $248K and leaving 37,319 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #245.

SteelPeak Wealth first reported a position in SHM in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • SteelPeak Wealth held 37,319 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.79M as of Q2 2026.
  • SteelPeak Wealth sold 5,179 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $248K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #245 holding.
  • SteelPeak Wealth first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • SteelPeak Wealth's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.23M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.