Avant Financial Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Avant Financial Advisors’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	$434K	Hold	9,056	–	–	0.27%	47
2026 Q1	$433K	Buy	9,056 +203	+2%	+$9.78K	0.3%	47
2025 Q4	$425K	Buy	8,853 +616	+7%	+$29.6K	0.31%	51
2025 Q3	$397K	Buy	8,237 +3,004	+57%	+$145K	0.3%	51
2025 Q2	$250K	Buy	5,233 +1,003	+24%	+$47.6K	0.21%	60
2025 Q1	$201K	Hold	4,230	–	–	0.18%	64
2024 Q4	$200K	Buy	+4,230	New	+$202K	0.18%	64

Other funds holding SHM

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Avant Financial Advisors's SHM Position: Q2 2026 in Review

Avant Financial Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 9,056 shares worth $434K. The position accounts for 0.27% of the portfolio, ranked #47.

Avant Financial Advisors first reported a position in SHM in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Avant Financial Advisors held 9,056 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $434K as of Q2 2026.
Avant Financial Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.27% of Avant Financial Advisors's portfolio in Q2 2026, its #47 holding.
Avant Financial Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.