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

Wealth Management Resources’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	$512K	Hold	10,668	–	–	0.16%	27
2026 Q1	$510K	Hold	10,668	–	–	0.18%	25
2025 Q4	$512K	Sell	10,668 -1,857	-15%	-$89.1K	0.18%	25
2025 Q3	$604K	Buy	12,525 +9	+0.1%	+$433	0.2%	28
2025 Q2	$599K	Buy	12,516 +1,529	+14%	+$72.5K	0.2%	27
2025 Q1	$523K	Buy	10,987 +2,440	+29%	+$116K	0.19%	29
2024 Q4	$405K	Sell	8,547 -18	-0.2%	-$859	0.15%	29
2024 Q3	$412K	Buy	8,565 +1,600	+23%	+$76.4K	0.17%	30
2024 Q2	$329K	Sell	6,965 -2,285	-25%	-$108K	0.14%	32
2024 Q1	$439K	Sell	9,250 -258	-3%	-$12.3K	0.19%	33
2023 Q4	$454K	Sell	9,508 -5,921	-38%	-$278K	0.21%	32
2023 Q3	$713K	Sell	15,429 -15,869	-51%	-$743K	0.34%	31
2023 Q2	$1.47M	Buy	31,298 +20,054	+178%	+$944K	0.86%	18
2023 Q1	$528K	Buy	11,244 +1,928	+21%	+$91K	0.32%	31
2022 Q4	$438K	Buy	9,316 +2,981	+47%	+$139K	0.28%	34
2022 Q3	$298K	Buy	6,335 +214	+3%	+$10.1K	0.2%	35
2022 Q2	$289K	Sell	6,121 -9,750	-61%	-$458K	0.18%	38
2022 Q1	$751K	Sell	15,871 -6,911	-30%	-$333K	0.52%	26
2021 Q4	$1.12M	Buy	+22,782	New	+$1.12M	0.72%	20

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 Management Resources's SHM Position: Q2 2026 in Review

Wealth Management Resources held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 10,668 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #27.

Wealth Management Resources first reported a position in SHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q2 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Wealth Management Resources held 10,668 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $512K as of Q2 2026.
Wealth Management Resources left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of Wealth Management Resources's portfolio in Q2 2026, its #27 holding.
Wealth Management Resources first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Management Resources's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.47M in Q2 2023.
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 Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.