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

CAP Partners LLC’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 Q1	$349K	Buy	7,305 +19	+0.3%	+$916	0.2%	111
2025 Q4	$350K	Sell	7,286 -2	-0%	-$96	0.2%	105
2025 Q3	$351K	Buy	7,288 +28	+0.4%	+$1.35K	0.2%	97
2025 Q2	$347K	Buy	7,260 +26	+0.4%	+$1.23K	0.22%	96
2025 Q1	$344K	Sell	7,234 -296	-4%	-$14.1K	0.25%	93
2024 Q4	$357K	Buy	7,530 +21	+0.3%	+$1K	0.25%	90
2024 Q3	$361K	Buy	7,509 +27	+0.4%	+$1.29K	0.27%	89
2024 Q2	$353K	Buy	7,482 +19	+0.3%	+$896	0.29%	84
2024 Q1	$354K	Buy	7,463 +31	+0.4%	+$1.48K	0.31%	80
2023 Q4	$355K	Buy	+7,432	New	+$349K	0.35%	66

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAP Partners LLC's SHM Position: Q1 2026 in Review

CAP Partners LLC increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.26% in Q1 2026, buying an estimated $916 and bringing the position to 7,305 shares worth $349K. The position accounts for 0.2% of the portfolio, ranked #111.

CAP Partners LLC first reported a position in SHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $361K in Q3 2024. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

CAP Partners LLC held 7,305 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $349K as of Q1 2026.
CAP Partners LLC bought 19 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $916.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.2% of CAP Partners LLC's portfolio in Q1 2026, its #111 holding.
CAP Partners LLC first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
CAP Partners LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $361K in Q3 2024.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.