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

Altus Wealth 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 Q3	$484K	Hold	10,379	–	–	0.18%	18
2026 Q2	$498K	Hold	10,379	–	–	0.19%	18
2026 Q1	$496K	Hold	10,379	–	–	0.22%	17
2025 Q4	$498K	Hold	10,379	–	–	0.21%	21
2025 Q3	$500K	Hold	10,379	–	–	0.22%	19
2025 Q2	$496K	Sell	10,379 -1,160	-10%	-$55K	0.24%	19
2025 Q1	$549K	Sell	11,539 -9,079	-44%	-$432K	0.26%	24
2024 Q4	$977K	Buy	20,618 +8,829	+75%	+$421K	0.44%	19
2024 Q3	$568K	Sell	11,789 -100	-0.8%	-$4.77K	0.27%	23
2024 Q2	$561K	Sell	11,889 -100	-0.8%	-$4.72K	0.27%	25
2024 Q1	$569K	Hold	11,989	–	–	0.3%	22
2023 Q4	$573K	Hold	11,989	–	–	0.34%	18
2023 Q3	$554K	Hold	11,989	–	–	0.39%	19
2023 Q2	$564K	Hold	11,989	–	–	0.45%	13
2023 Q1	$570K	Hold	11,989	–	–	0.47%	13
2022 Q4	$563K	Hold	11,989	–	–	0.5%	13
2022 Q3	$553K	Sell	11,989 -2,171	-15%	-$102K	0.47%	17
2022 Q2	$669K	Sell	14,160 -40,316	-74%	-$1.89M	0.52%	15
2022 Q1	$2.58M	Buy	54,476 +2,512	+5%	+$121K	1.77%	10
2021 Q4	$2.56M	Hold	51,964	–	–	1.52%	10
2021 Q3	$2.57M	Buy	51,964 +4,600	+10%	+$228K	1.63%	10
2021 Q2	$2.35M	Buy	47,364 +10,630	+29%	+$527K	1.51%	11
2021 Q1	$1.82M	Buy	36,734 +6,300	+21%	+$313K	1.29%	12
2020 Q4	$1.52M	Buy	30,434 +4,735	+18%	+$236K	1.18%	11
2020 Q3	$1.28M	Buy	+25,699	New	+$1.28M	1.18%	11

Other funds holding SHM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Altus Wealth Management's SHM Position: Q3 2026 in Review

Altus Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q3 2026 at 10,379 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #18.

Altus Wealth Management first reported a position in SHM in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.58M in Q1 2022. 170 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Altus Wealth Management held 10,379 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $484K as of Q3 2026.
Altus Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q3 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.18% of Altus Wealth Management's portfolio in Q3 2026, its #18 holding.
Altus Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2020 and has held it in 25 quarters since.
Altus Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.58M in Q1 2022.
170 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.