WCM
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Wealthcare Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wealthcare Capital Management’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 		$1.81M Sell
37,810
-708
-2% -$33.9K 0.17% 32
2026
Q1 		$1.84M Sell
38,518
-408
-1% -$19.7K 0.18% 30
2025
Q4 		$1.87M Sell
38,926
-224
-0.6% -$10.8K 0.19% 26
2025
Q3 		$1.89M Buy
39,150
+6,293
+19% +$303K 0.19% 24
2025
Q2 		$1.57M Buy
32,857
+252
+0.8% +$12K 0.17% 23
2025
Q1 		$1.55M Sell
32,605
-7,471
-19% -$356K 0.16% 27
2024
Q4 		$1.9M Buy
40,076
+953
+2% +$45.5K 0.19% 25
2024
Q3 		$1.88M Buy
39,123
+3,406
+10% +$163K 0.19% 24
2024
Q2 		$1.69M Buy
35,717
+3,623
+11% +$171K 0.18% 24
2024
Q1 		$1.52M Sell
32,094
-2,668
-8% -$127K 0.17% 23
2023
Q4 		$1.66M Sell
34,762
-16,183
-32% -$759K 0.19% 21
2023
Q3 		$2.36M Sell
50,945
-6,181
-11% -$289K 0.29% 16
2023
Q2 		$2.69M Buy
57,126
+30,807
+117% +$1.45M 0.31% 15
2023
Q1 		$1.25M Buy
26,319
+17,668
+204% +$834K 0.15% 26
2022
Q4 		$406K Sell
8,651
-20,977
-71% -$976K 0.05% 52
2022
Q3 		$1.37M Buy
29,628
+593
+2% +$28K 0.17% 20
2022
Q2 		$1.37M Buy
29,035
+7,863
+37% +$369K 0.15% 19
2022
Q1 		$1M Sell
21,172
-985
-4% -$47.5K 0.1% 35
2021
Q4 		$1.09M Sell
22,157
-6,913
-24% -$341K 0.1% 33
2021
Q3 		$1.44M Sell
29,070
-5,356
-16% -$266K 0.14% 23
2021
Q2 		$1.71M Buy
+34,426
New +$1.71M 0.16% 20
2019
Q2 		– Sell
-1,973
Closed -$96K – 191
2019
Q1 		$96K Buy
1,973
+3
+0.2% +$145 0.01% 78
2018
Q4 		$95K Buy
1,970
+7
+0.4% +$334 0.01% 75
2018
Q3 		$94K Sell
1,963
-16,150
-89% -$774K 0.01% 70
2018
Q2 		$869K Buy
18,113
+1,650
+10% +$78.8K 0.1% 21
2018
Q1 		$787K Buy
16,463
+5,243
+47% +$251K 0.09% 23
2017
Q4 		$538K Buy
11,220
+1,268
+13% +$61.2K 0.06% 27
2017
Q3 		$484K Sell
9,952
-2,145
-18% -$105K 0.05% 31
2017
Q2 		$587K Buy
12,097
+1,765
+17% +$85.8K 0.07% 27
2017
Q1 		$500K Buy
10,332
+1,280
+14% +$61.8K 0.05% 29
2016
Q4 		$434K Sell
9,052
-12,483
-58% -$603K 0.05% 31
2016
Q3 		$1.05M Sell
21,535
-1,385
-6% -$67.9K 0.12% 15
2016
Q2 		$1.13M Sell
22,920
-98
-0.4% -$4.79K 0.13% 14
2016
Q1 		$1.12M Sell
23,018
-6,752
-23% -$330K 0.13% 13
2015
Q4 		$1.45M Buy
29,770
+17,545
+144% +$855K 0.18% 13
2015
Q3 		$596K Buy
12,225
+2,706
+28% +$132K 0.07% 23
2015
Q2 		$462K Sell
9,519
-6,966
-42% -$337K 0.05% 24
2015
Q1 		$802K Buy
16,485
+5,437
+49% +$265K 0.1% 30
2014
Q4 		$537K Sell
11,048
-589
-5% -$28.7K 0.07% 22
2014
Q3 		$568K Buy
11,637
+331
+3% +$16.1K 0.08% 20
2014
Q2 		$550K Sell
11,306
-1,494
-12% -$72.6K 0.08% 21
2014
Q1 		$621K Buy
+12,800
New +$623K 0.1% 19

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return