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

Valley Wealth Managers’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	-1,491	Closed	-$71.3K	–	349
2026 Q1	$71.3K	Hold	1,491	–	–	﹤0.01%	204
2025 Q4	$71.6K	Hold	1,491	–	–	﹤0.01%	203
2025 Q3	$71.9K	Hold	1,491	–	–	﹤0.01%	192
2025 Q2	$71.3K	Sell	1,491 -36	-2%	-$1.71K	0.01%	186
2025 Q1	$72.7K	Sell	1,527 -56	-4%	-$2.67K	0.01%	191
2024 Q4	$75K	Hold	1,583	–	–	0.01%	196
2024 Q3	$76.2K	Hold	1,583	–	–	0.01%	198
2024 Q2	$74.7K	Sell	1,583 -475	-23%	-$22.4K	0.01%	204
2024 Q1	$97.6K	Hold	2,058	–	–	0.01%	198
2023 Q4	$98.4K	Hold	2,058	–	–	0.01%	196
2023 Q3	$95.1K	Hold	2,058	–	–	0.01%	201
2023 Q2	$96.8K	Hold	2,058	–	–	0.01%	180
2023 Q1	$97.9K	Hold	2,058	–	–	0.01%	189
2022 Q4	$96.7K	Sell	2,058 -208	-9%	-$9.68K	0.01%	195
2022 Q3	$104K	Sell	2,266 -2,000	-47%	-$94.4K	0.01%	204
2022 Q2	$202K	Buy	+4,266	New	+$200K	0.02%	178

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

Valley Wealth Managers's SHM Position: Q2 2026 in Review

Valley Wealth Managers sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2026, closing a stake of 1,491 shares — an estimated $71.3K sold.

Valley Wealth Managers first reported a position in SHM in Q2 2022 and held it in 16 quarters. The position peaked at $202K in Q2 2022. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Valley Wealth Managers reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Valley Wealth Managers sold 1,491 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $71.3K.
Valley Wealth Managers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and held it in 16 quarters.
Valley Wealth Managers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $202K in Q2 2022.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.