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WealthShield Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WealthShield Partners’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 		$82.1K Sell
1,712
-2,523
-60% -$121K 0.01% 269
2026
Q1 		$202K Hold
4,235
– – 0.02% 345
2025
Q4 		$203K Hold
4,235
– – 0.02% 346
2025
Q3 		$204K Sell
4,235
-61
-1% -$2.94K 0.02% 339
2025
Q2 		$205K Hold
4,296
– – 0.02% 324
2025
Q1 		$204K Buy
4,296
+2,584
+151% +$123K 0.03% 316
2024
Q4 		$81.1K Hold
1,712
– – 0.01% 359
2024
Q3 		$82.4K Hold
1,712
– – 0.01% 361
2024
Q2 		$80.8K Sell
1,712
-872
-34% -$41.1K 0.01% 338
2024
Q1 		$123K Sell
2,584
-2,198
-46% -$105K 0.02% 304
2023
Q4 		$229K Hold
4,782
– – 0.04% 266
2023
Q3 		$221K Hold
4,782
– – 0.03% 279
2023
Q2 		$225K Sell
4,782
-247
-5% -$11.6K 0.03% 279
2023
Q1 		$239K Sell
5,029
-7,222
-59% -$341K 0.04% 273
2022
Q4 		$576K Buy
12,251
+1,110
+10% +$51.7K 0.11% 181
2022
Q3 		$513K Buy
11,141
+1,397
+14% +$65.9K 0.1% 193
2022
Q2 		$461K Sell
9,744
-600
-6% -$28.2K 0.09% 209
2022
Q1 		$490K Sell
10,344
-1,256
-11% -$60.5K 0.08% 235
2021
Q4 		$571K Buy
11,600
+6,768
+140% +$333K 0.1% 180
2021
Q3 		$239K Sell
4,832
-7,642
-61% -$379K 0.06% 209
2021
Q2 		$618K Buy
12,474
+3,817
+44% +$189K 0.1% 146
2021
Q1 		$429K Sell
8,657
-4,786
-36% -$238K 0.08% 170
2020
Q4 		$669K Buy
13,443
+9,568
+247% +$476K 0.12% 137
2020
Q3 		$193K Hold
3,875
– – 0.07% 244
2020
Q2 		$193K Hold
3,875
– – 0.09% 201
2020
Q1 		$190K Sell
3,875
-926
-19% -$45.3K 0.12% 158
2019
Q4 		$236K Hold
4,801
– – 0.12% 163
2019
Q3 		$235K Hold
4,801
– – 0.12% 155
2019
Q2 		$235K Hold
4,801
– – 0.14% 137
2019
Q1 		$233K Hold
4,801
– – 0.13% 126
2018
Q4 		$231K Sell
4,801
-598
-11% -$28.5K 0.16% 108
2018
Q3 		$257K Sell
5,399
-1,048
-16% -$50.2K 0.15% 109
2018
Q2 		$309K Hold
6,447
– – 0.19% 83
2018
Q1 		$308K Buy
6,447
+1,580
+32% +$75.8K 0.2% 82
2017
Q4 		$234K Buy
+4,867
New +$235K 0.14% 118

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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

WealthShield Partners's SHM Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 60% in Q2 2026, selling an estimated $121K and leaving 1,712 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #269.

WealthShield Partners first reported a position in SHM in Q4 2017 and has held it in 35 quarters since. The position peaked at $669K in Q4 2020. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • WealthShield Partners held 1,712 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $82.1K as of Q2 2026.
  • WealthShield Partners sold 2,523 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $121K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #269 holding.
  • WealthShield Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • WealthShield Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $669K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.