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

Wealth Enhancement Trust 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 		$1.45M Buy
30,212
+1,402
+5% +$67.1K 0.16% 121
2026
Q1 		$1.38M Buy
28,810
+2,653
+10% +$128K 0.17% 116
2025
Q4 		$1.26M Buy
+26,157
New +$1.26M 0.16% 114

Other funds holding SHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.9% in Q2 2026, buying an estimated $67.1K and bringing the position to 30,212 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #121.

Wealth Enhancement Trust Services first reported a position in SHM in Q4 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Wealth Enhancement Trust Services held 30,212 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.45M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,402 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $67.1K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #121 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 316 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 Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.