WIM
SHM icon

Westside Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Westside Investment 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 		$1.55M Sell
32,391
-531
-2% -$25.4K 0.2% 114
2026
Q1 		$1.57M Buy
32,922
+386
+1% +$18.6K 0.24% 102
2025
Q4 		$1.56M Buy
32,536
+1,154
+4% +$55.4K 0.25% 94
2025
Q3 		$1.51M Buy
31,382
+1,121
+4% +$53.9K 0.24% 94
2025
Q2 		$1.45M Sell
30,261
-464
-2% -$22K 0.27% 92
2025
Q1 		$1.46M Sell
30,725
-8
-0% -$381 0.31% 88
2024
Q4 		$1.46M Sell
30,733
-3,413
-10% -$163K 0.31% 84
2024
Q3 		$1.64M Buy
34,146
+22
+0.1% +$1.05K 0.35% 76
2024
Q2 		$1.61M Buy
34,124
+4,053
+13% +$191K 0.37% 67
2024
Q1 		$1.43M Sell
30,071
-294
-1% -$14K 0.34% 78
2023
Q4 		$1.45M Sell
30,365
-19,587
-39% -$919K 0.37% 68
2023
Q3 		$2.31M Sell
49,952
-693
-1% -$32.5K 0.66% 37
2023
Q2 		$2.38M Buy
50,645
+74
+0.1% +$3.48K 0.67% 35
2023
Q1 		$2.4M Buy
50,571
+51
+0.1% +$2.41K 0.71% 36
2022
Q4 		$2.37K Buy
50,520
+17,305
+52% +$806K 0.01% 227
2022
Q3 		$1.53K Sell
33,215
-10,940
-25% -$516K ﹤0.01% 251
2022
Q2 		$2.09K Buy
44,155
+3,935
+10% +$185K ﹤0.01% 240
2022
Q1 		$1.9K Buy
40,220
+41
+0.1% +$1.98K ﹤0.01% 244
2021
Q4 		$1.98K Buy
40,179
+116
+0.3% +$5.71K ﹤0.01% 234
2021
Q3 		$1.98K Sell
40,063
-129
-0.3% -$6.4K ﹤0.01% 233
2021
Q2 		$1.99K Buy
40,192
+4,024
+11% +$200K ﹤0.01% 224
2021
Q1 		$1.79K Buy
36,168
+17,446
+93% +$867K ﹤0.01% 217
2020
Q4 		$932 Buy
18,722
+78
+0.4% +$3.88K ﹤0.01% 197
2020
Q3 		$929 Buy
18,644
+34
+0.2% +$1.7K ﹤0.01% 207
2020
Q2 		$928 Buy
18,610
+28
+0.2% +$1.38K ﹤0.01% 182
2020
Q1 		$908 Buy
+18,582
New +$909K ﹤0.01% 185
2019
Q2 		$103 Buy
+2,121
New +$103K ﹤0.01% 248
2018
Q4 		$103K Buy
2,148
+11
+0.5% +$525 0.04% 209
2018
Q3 		$102K Buy
2,137
+5
+0.2% +$240 0.03% 199
2018
Q2 		$102K Buy
2,132
+6
+0.3% +$287 0.04% 227
2018
Q1 		$102K Buy
2,126
+4
+0.2% +$192 0.06% 214
2017
Q4 		$102K Buy
2,122
+8
+0.4% +$386 0.06% 215
2017
Q3 		$103K Buy
2,114
+5
+0.2% +$244 0.06% 197
2017
Q2 		$102K Buy
2,109
+5
+0.2% +$243 0.07% 196
2017
Q1 		$102K Buy
2,104
+4
+0.2% +$193 0.05% 190
2016
Q4 		$101K Buy
+2,100
New +$101K 0.07% 137

Other funds holding SHM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Westside Investment Management's SHM Position: Q2 2026 in Review

Westside Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 1.6% in Q2 2026, selling an estimated $25.4K and leaving 32,391 shares worth $1.55M. The position accounts for 0.2% of the portfolio, ranked #114.

Westside Investment Management first reported a position in SHM in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.4M in Q1 2023. 158 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Westside Investment Management held 32,391 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.55M as of Q2 2026.
  • Westside Investment Management sold 531 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $25.4K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.2% of Westside Investment Management's portfolio in Q2 2026, its #114 holding.
  • Westside Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.4M in Q1 2023.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.