Capital Investment Advisory Services’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital Investment Advisory Services’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	$18.9K	Hold	395	–	–	﹤0.01%	1091
2026 Q1	$18.9K	Sell	395 -765	-66%	-$36.9K	﹤0.01%	1000
2025 Q4	$55.7K	Buy	1,160 +1	+0.1%	+$48	﹤0.01%	808
2025 Q3	$55.9K	Buy	1,159 +9	+0.8%	+$433	﹤0.01%	758
2025 Q2	$55K	Hold	1,150	–	–	﹤0.01%	735
2025 Q1	$54.7K	Buy	+1,150	New	+$54.8K	﹤0.01%	698
2024 Q1	–	Sell	-500	Closed	-$23.9K	–	1014
2023 Q4	$23.9K	Hold	500	–	–	﹤0.01%	758
2023 Q3	$23.1K	Hold	500	–	–	﹤0.01%	720
2023 Q2	$23.5K	Hold	500	–	–	﹤0.01%	685
2023 Q1	$23.8K	Hold	500	–	–	﹤0.01%	671
2022 Q4	$23.5K	Hold	500	–	–	﹤0.01%	683
2022 Q3	$23K	Hold	500	–	–	﹤0.01%	638
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	655
2022 Q1	$24K	Hold	500	–	–	﹤0.01%	683
2021 Q4	$25K	Hold	500	–	–	﹤0.01%	653
2021 Q3	$25K	Hold	500	–	–	﹤0.01%	615
2021 Q2	$25K	Hold	500	–	–	﹤0.01%	642
2021 Q1	$25K	Hold	500	–	–	﹤0.01%	593
2020 Q4	$25K	Hold	500	–	–	﹤0.01%	567
2020 Q3	$25K	Hold	500	–	–	﹤0.01%	494
2020 Q2	$25K	Hold	500	–	–	0.01%	437
2020 Q1	$24K	Hold	500	–	–	0.01%	428
2019 Q4	$25K	Hold	500	–	–	0.01%	431
2019 Q3	$24K	Hold	500	–	–	0.01%	758
2019 Q2	$25K	Buy	+500	New	+$24.3K	0.01%	728

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Capital Investment Advisory Services's SHM Position: Q2 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 395 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Capital Investment Advisory Services first reported a position in SHM in Q2 2019 and has held it in 25 quarters since. The position peaked at $55.9K in Q3 2025. 114 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Capital Investment Advisory Services held 395 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $18.9K as of Q2 2026.
Capital Investment Advisory Services 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 ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1091 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and has held it in 25 quarters since.
Capital Investment Advisory Services's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $55.9K in Q3 2025.
114 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.