Strategic Financial Concepts’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Strategic Financial Concepts’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	–	Sell	-6,193	Closed	-$296K	–	300
2026 Q1	$296K	Buy	6,193 +620	+11%	+$29.9K	0.07%	214
2025 Q4	$267K	Buy	+5,573	New	+$267K	0.24%	93
2025 Q2	–	Sell	-5,978	Closed	-$285K	–	349
2025 Q1	$285K	Sell	5,978 -548	-8%	-$26.1K	0.05%	246
2024 Q4	$309K	Buy	+6,526	New	+$312K	0.06%	236
2024 Q3	–	Sell	-6,826	Closed	-$322K	–	646
2024 Q2	$322K	Buy	6,826 +446	+7%	+$21K	0.19%	102
2024 Q1	$303K	Buy	6,380 +466	+8%	+$22.2K	0.07%	226
2023 Q4	$283K	Sell	5,914 -443	-7%	-$20.8K	0.17%	107
2023 Q3	$294K	Buy	6,357 +1,205	+23%	+$56.4K	0.1%	188
2023 Q2	$242K	Buy	5,152 +5	+0.1%	+$235	0.09%	202
2023 Q1	$245K	Buy	+5,147	New	+$243K	0.1%	185

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 Financial Concepts's SHM Position: Q2 2026 in Review

Strategic Financial Concepts sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 6,193 shares — an estimated $296K sold.

Strategic Financial Concepts first reported a position in SHM in Q1 2023 and held it in 10 quarters. The position peaked at $322K in Q2 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Strategic Financial Concepts reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 6,193 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $296K.
Strategic Financial Concepts first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $322K in Q2 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 Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.