Avantax Planning Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Avantax Planning Partners’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	$837K	Sell	17,454 -145	-0.8%	-$6.94K	0.02%	218
2026 Q1	$842K	Hold	17,599	–	–	0.02%	212
2025 Q4	$845K	Hold	17,599	–	–	0.02%	211
2025 Q3	$849K	Hold	17,599	–	–	0.02%	210
2025 Q2	$842K	Sell	17,599 -4,322	-20%	-$205K	0.03%	207
2025 Q1	$1.04M	Hold	21,921	–	–	0.04%	183
2024 Q4	$1.04M	Hold	21,921	–	–	0.04%	182
2024 Q3	$1.06M	Sell	21,921 -148	-0.7%	-$7.07K	0.04%	178
2024 Q2	$1.04M	Sell	22,069 -2,965	-12%	-$140K	0.03%	204
2024 Q1	$1.19M	Hold	25,034	–	–	0.04%	197
2023 Q4	$1.2M	Sell	25,034 -1,886	-7%	-$88.5K	0.05%	159
2023 Q3	$1.24M	Sell	26,920 -667	-2%	-$31.2K	0.05%	148
2023 Q2	$1.3M	Sell	27,587 -9,137	-25%	-$430K	0.05%	144
2023 Q1	$1.75M	Buy	36,724 +2,658	+8%	+$126K	0.07%	119
2022 Q4	$1.6M	Buy	34,066 +23,073	+210%	+$1.07M	0.06%	121
2022 Q3	$507K	Sell	10,993 -88,772	-89%	-$4.19M	0.02%	221
2022 Q2	$4.71M	Buy	99,765 +32,959	+49%	+$1.55M	0.2%	62
2022 Q1	$3.16M	Buy	66,806 +62,350	+1,399%	+$3.01M	0.13%	77
2021 Q4	$219K	Buy	+4,456	New	+$220K	0.01%	322
2017 Q1	–	Sell	-10,955	Closed	-$525K	–	346
2016 Q4	$525K	Buy	+10,955	New	+$529K	0.06%	159

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Avantax Planning Partners's SHM Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.82% in Q2 2026, selling an estimated $6.94K and leaving 17,454 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #218.

Avantax Planning Partners first reported a position in SHM in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.71M in Q2 2022. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Avantax Planning Partners held 17,454 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $837K as of Q2 2026.
Avantax Planning Partners sold 145 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $6.94K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #218 holding.
Avantax Planning Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and has held it in 20 quarters since.
Avantax Planning Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $4.71M in Q2 2022.
396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.