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

Strategic Family Wealth Counselors’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	$1.42M	Hold	29,693	–	–	0.33%	59
2026 Q1	$1.42M	Hold	29,693	–	–	0.37%	57
2025 Q4	$1.43M	Hold	29,693	–	–	0.32%	64
2025 Q3	$1.43M	Hold	29,693	–	–	0.37%	55
2025 Q2	$1.42M	Hold	29,693	–	–	0.4%	54
2025 Q1	$1.41M	Buy	+29,693	New	+$1.41M	0.46%	50
2024 Q4	–	Sell	-28,889	Closed	-$1.39M	–	145
2024 Q3	$1.39M	Hold	28,889	–	–	0.49%	47
2024 Q2	$1.36M	Hold	28,889	–	–	0.52%	44
2024 Q1	$1.37M	Hold	28,889	–	–	0.54%	41
2023 Q4	$1.38M	Hold	28,889	–	–	0.58%	42
2023 Q3	$1.34M	Hold	28,889	–	–	0.64%	37
2023 Q2	$1.36M	Hold	28,889	–	–	0.62%	35
2023 Q1	$1.37M	Hold	28,889	–	–	0.65%	37
2022 Q4	$1.36M	Buy	28,889 +1,252	+5%	+$58.3K	0.67%	38
2022 Q3	$1.27M	Buy	27,637 +45	+0.2%	+$2.12K	0.63%	34
2022 Q2	$1.3M	Buy	27,592 +38	+0.1%	+$1.78K	0.63%	35
2022 Q1	$1.3M	Buy	27,554 +29	+0.1%	+$1.4K	0.53%	35
2021 Q4	$1.35M	Buy	27,525 +80	+0.3%	+$3.94K	0.43%	37
2021 Q3	$1.36M	Buy	27,445 +50	+0.2%	+$2.48K	0.46%	33
2021 Q2	$1.36M	Buy	27,395 +52	+0.2%	+$2.58K	0.44%	33
2021 Q1	$1.35M	Buy	27,343 +43	+0.2%	+$2.14K	0.51%	32
2020 Q4	$1.36M	Buy	27,300 +108	+0.4%	+$5.38K	0.7%	31
2020 Q3	$1.36M	Buy	27,192 +76	+0.3%	+$3.8K	0.76%	26
2020 Q2	$1.35M	Buy	27,116 +83	+0.3%	+$4.1K	0.85%	27
2020 Q1	$1.32M	Buy	27,033 +55	+0.2%	+$2.69K	0.99%	25
2019 Q4	$1.32M	Buy	26,978 +123	+0.5%	+$6.03K	1.07%	24
2019 Q3	$1.32M	Buy	26,855 +90	+0.3%	+$4.42K	1%	22
2019 Q2	$1.31M	Buy	26,765 +88	+0.3%	+$4.28K	1.01%	22
2019 Q1	$1.29M	Buy	26,677 +34	+0.1%	+$1.64K	1.05%	22
2018 Q4	$1.28M	Buy	+26,643	New	+$1.27M	1.45%	19

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

Strategic Family Wealth Counselors's SHM Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 29,693 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #59.

Strategic Family Wealth Counselors first reported a position in SHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.43M in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Strategic Family Wealth Counselors held 29,693 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.42M as of Q2 2026.
Strategic Family Wealth Counselors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.33% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #59 holding.
Strategic Family Wealth Counselors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 30 quarters since.
Strategic Family Wealth Counselors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.43M 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 Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.