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

Topsail Wealth Management’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	$251K	Hold	5,239	–	–	0.03%	150
2026 Q1	$251K	Hold	5,239	–	–	0.04%	145
2025 Q4	$251K	Hold	5,239	–	–	0.04%	138
2025 Q3	$253K	Hold	5,239	–	–	0.04%	128
2025 Q2	$251K	Hold	5,239	–	–	0.05%	122
2025 Q1	$249K	Buy	+5,239	New	+$250K	0.05%	118

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

Topsail Wealth Management's SHM Position: Q2 2026 in Review

Topsail Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 5,239 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #150.

Topsail Wealth Management first reported a position in SHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Topsail Wealth Management held 5,239 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $251K as of Q2 2026.
Topsail Wealth Management 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 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #150 holding.
Topsail Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Topsail Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $253K 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 Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.