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 Q3	$343K	Buy	7,363 +29	+0.4%	+$1.38K	0.16%	119
2026 Q2	$352K	Buy	7,334 +29	+0.4%	+$1.39K	0.17%	118
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

CAP Partners LLC's SHM Position: Q3 2026 in Review

CAP Partners LLC increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 0.4% in Q3 2026, buying an estimated $1.38K and bringing the position to 7,363 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #119.

CAP Partners LLC first reported a position in SHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $361K in Q3 2024. 90 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

CAP Partners LLC held 7,363 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $343K as of Q3 2026.
CAP Partners LLC bought 29 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $1.38K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.16% of CAP Partners LLC's portfolio in Q3 2026, its #119 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 12 quarters since.
CAP Partners LLC's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $361K in Q3 2024.
90 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.