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

Capital Advisors 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	$1.35M	Buy	28,849 +8,074	+39%	+$384K	0.15%	84
2026 Q2	$996K	Sell	20,775 -13,634	-40%	-$653K	0.12%	101
2026 Q1	$1.65M	Sell	34,409 -1,517	-4%	-$73.1K	0.22%	67
2025 Q4	$1.72M	Buy	35,926 +153	+0.4%	+$7.34K	0.23%	67
2025 Q3	$1.72M	Buy	35,773 +7,234	+25%	+$348K	0.25%	63
2025 Q2	$1.36M	Buy	+28,539	New	+$1.35M	0.21%	64

Other funds holding SHM

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

FFA

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Capital Advisors Wealth Management's SHM Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 39% in Q3 2026, buying an estimated $384K and bringing the position to 28,849 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #84.

Capital Advisors Wealth Management first reported a position in SHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q3 2025. 26 funds tracked by Wall St. Rank hold SHM as of Q3 2026.

Capital Advisors Wealth Management held 28,849 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.35M as of Q3 2026.
Capital Advisors Wealth Management bought 8,074 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2026, an estimated $384K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.15% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #84 holding.
Capital Advisors Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Capital Advisors Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.72M in Q3 2025.
26 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.