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

Wealth Forward LLC’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
Q3 		$1.3M Buy
+27,825
New +$1.32M 0.59% 26

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Wealth Forward LLC's SHM Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2026: 27,825 shares worth $1.3M. The stake represents 0.59% of the portfolio and ranks #26 among its holdings.

60 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Wealth Forward LLC held 27,825 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.3M as of Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Wealth Forward LLC position in Q3 2026.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.59% of Wealth Forward LLC's portfolio in Q3 2026, its #26 holding.
  • 60 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.