Wedbush Securities
SHM icon

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
Q3 		$411K Buy
8,813
+2,500
+40% +$119K 0.01% 802
2026
Q2 		$303K Sell
6,313
-202
-3% -$9.7K 0.01% 948
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.68B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wedbush Securities's SHM Position: Q3 2026 in Review

Wedbush Securities increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 40% in Q3 2026, buying an estimated $119K and bringing the position to 8,813 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #802.

Wedbush Securities first reported a position in SHM in Q4 2018 and has held it in 32 quarters since. The position peaked at $758K in Q3 2021. 349 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

  • Wedbush Securities held 8,813 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $411K as of Q3 2026.
  • Wedbush Securities bought 2,500 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $119K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #802 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 32 quarters since.
  • Wedbush Securities's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $758K in Q3 2021.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.