Wealth Enhancement Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealth Enhancement Advisory Services’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	$9.26M	Buy	193,450 +38,777	+25%	+$1.86M	0.02%	700
2026 Q1	$7.4M	Sell	154,673 -93,011	-38%	-$4.48M	0.02%	712
2025 Q4	$11.9M	Buy	247,684 +1,665	+0.7%	+$79.9K	0.02%	639
2025 Q3	$11.8M	Sell	246,019 -3,039	-1%	-$146K	0.02%	595
2025 Q2	$11.9M	Sell	249,058 -230,092	-48%	-$10.9M	0.02%	577
2025 Q1	$22.8M	Sell	479,150 -95,224	-17%	-$4.54M	0.04%	361
2024 Q4	$27.2M	Buy	574,374 +115,602	+25%	+$5.52M	0.05%	310
2024 Q3	$22.1M	Sell	458,772 -8,683	-2%	-$415K	0.05%	335
2024 Q2	$22.1M	Sell	467,455 -8,427	-2%	-$397K	0.05%	310
2024 Q1	$22.6M	Buy	475,882 +21,739	+5%	+$1.04M	0.06%	298
2023 Q4	$21.7M	Sell	454,143 -53,581	-11%	-$2.51M	0.06%	282
2023 Q3	$23.5M	Buy	+507,724	New	+$23.8M	0.08%	246
2023 Q2	–	Sell	-4,974	Closed	-$236K	–	565
2023 Q1	$236K	Buy	+4,974	New	+$235K	﹤0.01%	482
2022 Q3	–	Sell	-4,303	Closed	-$204K	–	380
2022 Q2	$204K	Sell	4,303 -1,047	-20%	-$49.2K	﹤0.01%	322
2022 Q1	$253K	Sell	5,350 -5,384	-50%	-$260K	﹤0.01%	296
2021 Q4	$518K	Sell	10,734 -3,630	-25%	-$179K	0.01%	252
2021 Q3	$708K	Sell	14,364 -290	-2%	-$14.4K	0.01%	233
2021 Q2	$727K	Buy	14,654 +85	+0.6%	+$4.22K	0.01%	216
2021 Q1	$722K	Buy	+14,569	New	+$724K	0.01%	212

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

Wealth Enhancement Advisory Services's SHM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 25% in Q2 2026, buying an estimated $1.86M and bringing the position to 193,450 shares worth $9.26M. The position accounts for 0.02% of the portfolio, ranked #700.

Wealth Enhancement Advisory Services first reported a position in SHM in Q1 2021 and has held it in 19 quarters since. The position peaked at $27.2M in Q4 2024. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Wealth Enhancement Advisory Services held 193,450 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.26M as of Q2 2026.
Wealth Enhancement Advisory Services bought 38,777 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.86M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #700 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2021 and has held it in 19 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $27.2M in Q4 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.