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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valley Wealth Managers's SHM Position: Q1 2026 in Review

Valley Wealth Managers held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2026 at 1,491 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Valley Wealth Managers first reported a position in SHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $202K in Q2 2022. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Valley Wealth Managers held 1,491 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $71.3K as of Q1 2026.
Valley Wealth Managers left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #204 holding.
Valley Wealth Managers first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $202K in Q2 2022.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.