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

Wedbush Securities’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
Q1 		$312K Buy
6,515
+1,727
+36% +$83.2K 0.01% 891
2025
Q4 		$230K Sell
4,788
-5,000
-51% -$240K 0.01% 1026
2025
Q3 		$472K Hold
9,788
– – 0.02% 674
2025
Q2 		$468K Sell
9,788
-86
-0.9% -$4.08K 0.02% 655
2025
Q1 		$470K Hold
9,874
– – 0.02% 637
2024
Q4 		$468K Hold
9,874
– – 0.02% 636
2024
Q3 		$475K Sell
9,874
-299
-3% -$14.3K 0.02% 624
2024
Q2 		$480K Sell
10,173
-7
-0.1% -$330 0.02% 644
2024
Q1 		$483K Buy
10,180
+401
+4% +$19.1K 0.02% 650
2023
Q4 		$467K Hold
9,779
– – 0.02% 576
2023
Q3 		$452K Sell
9,779
-1,150
-11% -$53.9K 0.02% 563
2023
Q2 		$514K Sell
10,929
-3,571
-25% -$168K 0.02% 532
2023
Q1 		$689K Sell
14,500
-145
-1% -$6.85K 0.03% 431
2022
Q4 		$688K Sell
14,645
-160
-1% -$7.45K 0.04% 408
2022
Q3 		$682K Sell
14,805
-743
-5% -$35.1K 0.04% 401
2022
Q2 		$735K Buy
15,548
+630
+4% +$29.6K 0.04% 381
2022
Q1 		$706K Buy
14,918
+184
+1% +$8.87K 0.03% 451
2021
Q4 		$725K Sell
14,734
-620
-4% -$30.5K 0.03% 483
2021
Q3 		$758K Buy
15,354
+70
+0.5% +$3.47K 0.04% 440
2021
Q2 		$757K Buy
15,284
+84
+0.6% +$4.17K 0.04% 453
2021
Q1 		$753K Buy
15,200
+826
+6% +$41K 0.04% 422
2020
Q4 		$716K Buy
14,374
+203
+1% +$10.1K 0.06% 341
2020
Q3 		$707K Buy
14,171
+74
+0.5% +$3.7K 0.07% 309
2020
Q2 		$703K Sell
14,097
-1,299
-8% -$64.2K 0.07% 306
2020
Q1 		$753K Buy
15,396
+3,635
+31% +$178K 0.09% 243
2019
Q4 		$578K Buy
11,761
+102
+0.9% +$5K 0.05% 413
2019
Q3 		$571K Hold
11,659
– – 0.06% 401
2019
Q2 		$570K Buy
11,659
+874
+8% +$42.5K 0.06% 380
2019
Q1 		$523K Hold
10,785
– – 0.06% 391
2018
Q4 		$518K Buy
+10,785
New +$515K 0.07% 339

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wedbush Securities's SHM Position: Q1 2026 in Review

Wedbush Securities increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 36% in Q1 2026, buying an estimated $83.2K and bringing the position to 6,515 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #891.

Wedbush Securities first reported a position in SHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $758K in Q3 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

  • Wedbush Securities held 6,515 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $312K as of Q1 2026.
  • Wedbush Securities bought 1,727 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $83.2K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #891 holding.
  • Wedbush Securities first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Wedbush Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $758K in Q3 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.