Wealthcare Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
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
QC
UCFA
Wealthcare Capital Management's SHM Position: Q2 2026 in Review
Wealthcare Capital Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.8% in Q2 2026, selling an estimated $33.9K and leaving 37,810 shares worth $1.81M. The position accounts for 0.17% of the portfolio, ranked #32.
Wealthcare Capital Management first reported a position in SHM in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.69M in Q2 2023. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.
- Wealthcare Capital Management held 37,810 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.81M as of Q2 2026.
- Wealthcare Capital Management sold 708 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $33.9K.
- State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.17% of Wealthcare Capital Management's portfolio in Q2 2026, its #32 holding.
- Wealthcare Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2014 and has held it in 42 quarters since.
- Wealthcare Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.69M 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 Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.